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United Capital Financial Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

United Capital Financial Advisors’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 		$845K Buy
16,072
+5,443
+51% +$286K ﹤0.01% 869
2026
Q1 		$520K Buy
10,629
+3,765
+55% +$184K ﹤0.01% 1054
2025
Q4 		$310K Buy
+6,864
New +$304K ﹤0.01% 1149
2023
Q2 		– Sell
-21,236
Closed -$664K – 922
2023
Q1 		$664K Buy
21,236
+12,358
+139% +$382K ﹤0.01% 669
2022
Q4 		$258K Sell
8,878
-1,836
-17% -$51.6K ﹤0.01% 924
2022
Q3 		$269K Buy
10,714
+3,420
+47% +$95.6K ﹤0.01% 936
2022
Q2 		$206K Sell
7,294
-983
-12% -$30.1K ﹤0.01% 1056
2022
Q1 		$267K Sell
8,277
-1,869
-18% -$60.9K ﹤0.01% 1023
2021
Q4 		$330K Buy
10,146
+2,658
+35% +$87.7K ﹤0.01% 998
2021
Q3 		$246K Buy
+7,488
New +$248K ﹤0.01% 1080
2020
Q1 		– Sell
-24,169
Closed -$699K – 1253
2019
Q4 		$699K Buy
24,169
+2,838
+13% +$80.9K ﹤0.01% 895
2019
Q3 		$588K Sell
21,331
-1,351
-6% -$36.6K ﹤0.01% 906
2019
Q2 		$632K Sell
22,682
-119,856
-84% -$3.32M ﹤0.01% 963
2019
Q1 		$3.93M Buy
142,538
+7,996
+6% +$216K 0.03% 456
2018
Q4 		$3.39M Sell
134,542
-1,237
-0.9% -$33.9K 0.03% 448
2018
Q3 		$4.07M Buy
135,779
+13,524
+11% +$402K 0.03% 471
2018
Q2 		$3.61M Sell
122,255
-11,448
-9% -$348K 0.03% 474
2018
Q1 		$4.01M Sell
133,703
-45,216
-25% -$1.39M 0.03% 448
2017
Q4 		$5.44M Sell
178,919
-2,379
-1% -$72K 0.04% 394
2017
Q3 		$5.42M Buy
181,298
+1,675
+0.9% +$48.5K 0.05% 377
2017
Q2 		$5.03M Sell
179,623
-2,902
-2% -$79.9K 0.05% 377
2017
Q1 		$4.89M Buy
182,525
+3,503
+2% +$91.6K 0.05% 367
2016
Q4 		$4.49M Buy
179,022
+6,816
+4% +$171K 0.04% 382
2016
Q3 		$4.34M Buy
172,206
+6,579
+4% +$162K 0.04% 411
2016
Q2 		$3.98M Buy
165,627
+1,230
+0.7% +$29.4K 0.04% 408
2016
Q1 		$3.89M Sell
164,397
-2,037
-1% -$45.9K 0.04% 388
2015
Q4 		$3.96M Buy
166,434
+4,915
+3% +$123K 0.05% 386
2015
Q3 		$3.83M Buy
161,519
+43,299
+37% +$1.11M 0.05% 376
2015
Q2 		$3.16M Buy
+118,220
New +$3.27M 0.04% 468

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

United Capital Financial Advisors's FNDF Position: Q2 2026 in Review

United Capital Financial Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 51% in Q2 2026, buying an estimated $286K and bringing the position to 16,072 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

United Capital Financial Advisors first reported a position in FNDF in Q2 2015 and has held it in 29 quarters since. The position peaked at $5.44M in Q4 2017. 872 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • United Capital Financial Advisors held 16,072 shares of Schwab Fundamental International Large Company Index ETF worth $845K as of Q2 2026.
  • United Capital Financial Advisors bought 5,443 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $286K.
  • Schwab Fundamental International Large Company Index ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #869 holding.
  • United Capital Financial Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2015 and has held it in 29 quarters since.
  • United Capital Financial Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $5.44M in Q4 2017.
  • 872 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.