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Von Berge Wealth Management Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Von Berge Wealth Management Group’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
2025
Q3 		– Sell
-269,770
Closed -$11M – 12
2025
Q2 		$11M Buy
269,770
+944
+0.4% +$35.6K 6.15% 5
2025
Q1 		$9.92M Sell
268,826
-2,740
-1% -$96.7K 6.4% 5
2024
Q4 		$9.46M Buy
271,566
+1,530
+0.6% +$54K 5.73% 7
2024
Q3 		$9.6M Sell
270,036
-13,306
-5% -$479K 5.94% 6
2024
Q2 		$9.94M Buy
283,342
+648
+0.2% +$23K 6.32% 5
2024
Q1 		$10.1M Buy
282,694
+18,933
+7% +$643K 6.48% 5
2023
Q4 		$8.84M Sell
263,761
-15,082
-5% -$483K 6.79% 4
2023
Q3 		$8.83M Buy
278,843
+480
+0.2% +$15.6K 7.54% 2
2023
Q2 		$8.99M Buy
278,363
+3,990
+1% +$128K 7.44% 2
2023
Q1 		$8.67M Sell
274,373
-4,863
-2% -$150K 7.75% 2
2022
Q4 		$8.87M Sell
279,236
-4,634
-2% -$130K 7.98% 2
2022
Q3 		$7.26M Buy
283,870
+80
+0% +$2.24K 7.72% 3
2022
Q2 		$7.8M Buy
283,790
+773
+0.3% +$23.7K 8.11% 3
2022
Q1 		$9.01M Buy
283,017
+1,380
+0.5% +$45K 8.21% 3
2021
Q4 		$9.25M Buy
+281,637
New +$9.29M 8.53% 2

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Von Berge Wealth Management Group's FNDF Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q3 2025, closing a stake of 269,770 shares — an estimated $11M sold.

Von Berge Wealth Management Group first reported a position in FNDF in Q4 2021 and held it in 15 quarters. The position peaked at $11M in Q2 2025. 688 funds tracked by Wall St. Rank hold FNDF as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 269,770 Schwab Fundamental International Large Company Index ETF shares in Q3 2025, an estimated $11M.
  • Von Berge Wealth Management Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Schwab Fundamental International Large Company Index ETF position peaked at $11M in Q2 2025.
  • 688 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.