Wealth Forward LLC’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Wealth Forward LLC’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	$394K	Buy	7,468 +413	+6%	+$21.7K	0.2%	32
2026 Q1	$345K	Buy	7,055 +1,337	+23%	+$65.5K	0.19%	31
2025 Q4	$259K	Buy	5,718 +488	+9%	+$21.6K	0.15%	38
2025 Q3	$225K	Hold	5,230	–	–	0.13%	39
2025 Q2	$209K	Buy	+5,230	New	+$197K	0.14%	34
2024 Q1	–	Sell	-8,339	Closed	-$281K	–	32
2023 Q4	$281K	Buy	+8,339	New	+$267K	0.24%	28

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

Wealth Forward LLC's FNDF Position: Q2 2026 in Review

Wealth Forward LLC increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 5.9% in Q2 2026, buying an estimated $21.7K and bringing the position to 7,468 shares worth $394K. The position accounts for 0.2% of the portfolio, ranked #32.

Wealth Forward LLC first reported a position in FNDF in Q4 2023 and has held it in 6 quarters since. 875 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Wealth Forward LLC held 7,468 shares of Schwab Fundamental International Large Company Index ETF worth $394K as of Q2 2026.
Wealth Forward LLC bought 413 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $21.7K.
Schwab Fundamental International Large Company Index ETF made up 0.2% of Wealth Forward LLC's portfolio in Q2 2026, its #32 holding.
Wealth Forward LLC first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 6 quarters since.
875 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.