WealthPLAN Partners’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

WealthPLAN Partners’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	$271K	Sell	5,140 -1,139	-18%	-$59.9K	0.05%	195
2026 Q1	$307K	Sell	6,279 -224	-3%	-$11K	0.06%	192
2025 Q4	$294K	Sell	6,503 -189	-3%	-$8.37K	0.04%	235
2025 Q3	$287K	Buy	6,692 +93	+1%	+$3.87K	0.04%	223
2025 Q2	$264K	Sell	6,599 -363	-5%	-$13.7K	0.04%	231
2025 Q1	$252K	Buy	6,962 +186	+3%	+$6.57K	0.04%	227
2024 Q4	$225K	Sell	6,776 -392	-5%	-$13.8K	0.03%	230
2024 Q3	$268K	Buy	7,168 +6	+0.1%	+$216	0.04%	235
2024 Q2	$251K	Sell	7,162 -23	-0.3%	-$816	0.03%	269
2024 Q1	$256K	Buy	7,185 +33	+0.5%	+$1.12K	0.03%	273
2023 Q4	$241K	Buy	7,152 +296	+4%	+$9.49K	0.02%	293
2023 Q3	$217K	Buy	6,856 +664	+11%	+$21.5K	0.03%	291
2023 Q2	$200K	Buy	6,192 +694	+13%	+$22.2K	0.03%	290
2023 Q1	$172K	Buy	+5,498	New	+$170K	0.02%	334

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

WealthPLAN Partners's FNDF Position: Q2 2026 in Review

WealthPLAN Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 18% in Q2 2026, selling an estimated $59.9K and leaving 5,140 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #195.

WealthPLAN Partners first reported a position in FNDF in Q1 2023 and has held it in 14 quarters since. The position peaked at $307K in Q1 2026. 871 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

WealthPLAN Partners held 5,140 shares of Schwab Fundamental International Large Company Index ETF worth $271K as of Q2 2026.
WealthPLAN Partners sold 1,139 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $59.9K.
Schwab Fundamental International Large Company Index ETF made up 0.05% of WealthPLAN Partners's portfolio in Q2 2026, its #195 holding.
WealthPLAN Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2023 and has held it in 14 quarters since.
WealthPLAN Partners's Schwab Fundamental International Large Company Index ETF position peaked at $307K in Q1 2026.
871 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.