WCG Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

WCG Wealth 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	$1.22M	Sell	23,144 -2,736	-11%	-$144K	0.03%	373
2026 Q1	$1.27M	Buy	25,880 +1,785	+7%	+$87.4K	0.04%	341
2025 Q4	$1.09M	Sell	24,095 -8,058	-25%	-$357K	0.03%	351
2025 Q3	$1.38M	Buy	32,153 +11,176	+53%	+$465K	0.09%	194
2025 Q2	$839K	Buy	20,977 +4,447	+27%	+$168K	0.05%	241
2025 Q1	$597K	Buy	16,530 +674	+4%	+$23.8K	0.05%	230
2024 Q4	$527K	Sell	15,856 -39	-0.2%	-$1.38K	0.03%	255
2024 Q3	$594K	Buy	15,895 +193	+1%	+$6.95K	0.04%	259
2024 Q2	$550K	Buy	15,702 +2,426	+18%	+$86K	0.04%	233
2024 Q1	$473K	Buy	13,276 +1,920	+17%	+$65.2K	0.04%	224
2023 Q4	$383K	Buy	11,356 +271	+2%	+$8.69K	0.03%	268
2023 Q3	$351K	Buy	+11,085	New	+$360K	0.03%	257

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

WCG Wealth Advisors's FNDF Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 11% in Q2 2026, selling an estimated $144K and leaving 23,144 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #373.

WCG Wealth Advisors first reported a position in FNDF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2025. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

WCG Wealth Advisors held 23,144 shares of Schwab Fundamental International Large Company Index ETF worth $1.22M as of Q2 2026.
WCG Wealth Advisors sold 2,736 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $144K.
Schwab Fundamental International Large Company Index ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #373 holding.
WCG Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2023 and has held it in 12 quarters since.
WCG Wealth Advisors's Schwab Fundamental International Large Company Index ETF position peaked at $1.38M in Q3 2025.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.