True Wealth Design’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

True Wealth Design’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	$30.2K	Sell	572 -3,493	-86%	-$184K	0.01%	672
2026 Q1	$199K	Buy	+4,065	New	+$199K	0.06%	99

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

True Wealth Design's FNDF Position: Q2 2026 in Review

True Wealth Design reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 86% in Q2 2026, selling an estimated $184K and leaving 572 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #672.

True Wealth Design first reported a position in FNDF in Q1 2026 and has held it in 2 quarters since. The position peaked at $199K in Q1 2026. 870 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

True Wealth Design held 572 shares of Schwab Fundamental International Large Company Index ETF worth $30.2K as of Q2 2026.
True Wealth Design sold 3,493 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $184K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #672 holding.
True Wealth Design first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2026 and has held it in 2 quarters since.
True Wealth Design's Schwab Fundamental International Large Company Index ETF position peaked at $199K in Q1 2026.
870 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.