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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
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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Forward LLC's FNDF Position: Q1 2026 in Review

Wealth Forward LLC increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 23% in Q1 2026, buying an estimated $65.5K and bringing the position to 7,055 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #31.

Wealth Forward LLC first reported a position in FNDF in Q4 2023 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Wealth Forward LLC held 7,055 shares of Schwab Fundamental International Large Company Index ETF worth $345K as of Q1 2026.
  • Wealth Forward LLC bought 1,337 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $65.5K.
  • Schwab Fundamental International Large Company Index ETF made up 0.19% of Wealth Forward LLC's portfolio in Q1 2026, its #31 holding.
  • Wealth Forward LLC first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2023 and has held it in 5 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.