Triad Wealth Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Triad Wealth Partners’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	$2.96M	Sell	54,787 -20,281	-27%	-$1.07M	0.17%	88
2026 Q1	$3.67M	Buy	75,068 +14,917	+25%	+$731K	0.29%	69
2025 Q4	$2.72M	Buy	60,151 +9,685	+19%	+$429K	0.26%	74
2025 Q3	$2.17M	Buy	50,466 +13,537	+37%	+$563K	0.28%	66
2025 Q2	$1.48M	Buy	36,929 +27,551	+294%	+$1.04M	0.3%	62
2025 Q1	$339K	Buy	+9,378	New	+$331K	0.11%	144
2024 Q3	–	Sell	-747	Closed	-$26.2K	–	355
2024 Q2	$26.2K	Buy	+747	New	+$26.5K	0.01%	304

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

Triad Wealth Partners's FNDF Position: Q2 2026 in Review

Triad Wealth Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 27% in Q2 2026, selling an estimated $1.07M and leaving 54,787 shares worth $2.96M. The position accounts for 0.17% of the portfolio, ranked #88.

Triad Wealth Partners first reported a position in FNDF in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.67M in Q1 2026. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Triad Wealth Partners held 54,787 shares of Schwab Fundamental International Large Company Index ETF worth $2.96M as of Q2 2026.
Triad Wealth Partners sold 20,281 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $1.07M.
Schwab Fundamental International Large Company Index ETF made up 0.17% of Triad Wealth Partners's portfolio in Q2 2026, its #88 holding.
Triad Wealth Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and has held it in 7 quarters since.
Triad Wealth Partners's Schwab Fundamental International Large Company Index ETF position peaked at $3.67M in Q1 2026.
874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.