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

Symphony Financial’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	–	Sell	-5,667	Closed	-$277K	–	378
2026 Q1	$277K	Sell	5,667 -1,314	-19%	-$64.4K	0.04%	245
2025 Q4	$316K	Buy	6,981 +2,167	+45%	+$96K	0.04%	220
2025 Q3	$207K	Buy	+4,814	New	+$200K	0.03%	261
2025 Q2	–	Sell	-9,286	Closed	-$322K	–	258
2025 Q1	$322K	Buy	+9,286	New	+$328K	0.19%	75

Other funds holding FNDF

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

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

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

MCIA

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Symphony Financial's FNDF Position: Q2 2026 in Review

Symphony Financial sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q2 2026, closing a stake of 5,667 shares — an estimated $277K sold.

Symphony Financial first reported a position in FNDF in Q1 2025 and held it in 4 quarters. The position peaked at $322K in Q1 2025. 761 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Symphony Financial reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q2 2026 after selling out during the quarter.
Symphony Financial sold 5,667 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $277K.
Symphony Financial first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2025 and held it in 4 quarters.
Symphony Financial's Schwab Fundamental International Large Company Index ETF position peaked at $322K in Q1 2025.
761 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.