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 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 $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AOI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triad Wealth Partners's FNDF Position: Q1 2026 in Review

Triad Wealth Partners increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 25% in Q1 2026, buying an estimated $731K and bringing the position to 75,068 shares worth $3.67M. The position accounts for 0.29% of the portfolio, ranked #69.

Triad Wealth Partners first reported a position in FNDF in Q2 2024 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Triad Wealth Partners held 75,068 shares of Schwab Fundamental International Large Company Index ETF worth $3.67M as of Q1 2026.
Triad Wealth Partners bought 14,917 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $731K.
Schwab Fundamental International Large Company Index ETF made up 0.29% of Triad Wealth Partners's portfolio in Q1 2026, its #69 holding.
Triad Wealth Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2024 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.