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Summit X LLC’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Summit X LLC’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,789
Closed -$712K – 85
2025
Q2 		$712K Buy
17,789
+11,177
+169% +$422K 0.13% 112
2025
Q1 		$239K Buy
+6,612
New +$233K 0.05% 198

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Charles Schwab
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Summit X LLC's FNDF Position: Q3 2025 in Review

Summit X LLC sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2025, closing a stake of 17,789 shares — an estimated $712K sold.

Summit X LLC first reported a position in FNDF in Q1 2025 and held it in 2 quarters. The position peaked at $712K in Q2 2025. 690 funds tracked by Wall St. Rank hold FNDF as of Q3 2025.

  • Summit X LLC reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 17,789 Schwab Fundamental International Large Company Index ETF shares in Q3 2025, an estimated $712K.
  • Summit X LLC first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2025 and held it in 2 quarters.
  • Summit X LLC's Schwab Fundamental International Large Company Index ETF position peaked at $712K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.