Swisher Financial Concepts’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Swisher Financial Concepts’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
2026 Q2	$684K	Sell	12,955 -10,563	-45%	-$555K	0.43%	32
2026 Q1	$1.15M	Sell	23,518 -398	-2%	-$19.5K	0.64%	27
2025 Q4	$1.08M	Sell	23,916 -730	-3%	-$32.3K	0.61%	27
2025 Q3	$1.06M	Sell	24,646 -24,482	-50%	-$1.02M	0.63%	22
2025 Q2	$1.97M	Sell	49,128 -31,772	-39%	-$1.2M	1.27%	18
2025 Q1	$2.92M	Sell	80,900 -62,970	-44%	-$2.22M	2.42%	14
2024 Q4	$4.78M	Sell	143,870 -109,012	-43%	-$3.85M	5.63%	6
2024 Q3	$9.27M	Buy	252,882 +111,547	+79%	+$4.02M	5.84%	5
2024 Q2	$4.98M	Buy	141,335 +2,105	+2%	+$74.7K	5.04%	7
2024 Q1	$4.92M	Buy	139,230 +5,685	+4%	+$193K	4.28%	7
2023 Q4	$4.39M	Buy	+133,545	New	+$4.28M	4.23%	8

Other funds holding FNDF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Swisher Financial Concepts's FNDF Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 45% in Q2 2026, selling an estimated $555K and leaving 12,955 shares worth $684K. The position accounts for 0.43% of the portfolio, ranked #32.

Swisher Financial Concepts first reported a position in FNDF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.27M in Q3 2024. 868 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Swisher Financial Concepts held 12,955 shares of Schwab Fundamental International Large Company Index ETF worth $684K as of Q2 2026.
Swisher Financial Concepts sold 10,563 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $555K.
Schwab Fundamental International Large Company Index ETF made up 0.43% of Swisher Financial Concepts's portfolio in Q2 2026, its #32 holding.
Swisher Financial Concepts first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's Schwab Fundamental International Large Company Index ETF position peaked at $9.27M in Q3 2024.
868 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.