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

WealthShield 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
Q1 		$1.45M Sell
29,621
-734
-2% -$36K 0.16% 152
2025
Q4 		$1.37M Sell
30,355
-7,878
-21% -$349K 0.15% 146
2025
Q3 		$1.64M Buy
38,233
+795
+2% +$33.1K 0.19% 133
2025
Q2 		$1.5M Buy
37,438
+5,941
+19% +$224K 0.18% 131
2025
Q1 		$1.14M Buy
31,497
+2,300
+8% +$81.2K 0.15% 151
2024
Q4 		$970K Buy
29,197
+967
+3% +$34.1K 0.14% 153
2024
Q3 		$1.05M Buy
28,230
+9,615
+52% +$346K 0.14% 151
2024
Q2 		$658K Sell
18,615
-8,132
-30% -$288K 0.1% 179
2024
Q1 		$952K Buy
26,747
+1,181
+5% +$40.1K 0.15% 146
2023
Q4 		$862K Buy
25,566
+2,476
+11% +$79.4K 0.14% 154
2023
Q3 		$731K Buy
23,090
+2,815
+14% +$91.3K 0.11% 177
2023
Q2 		$655K Buy
20,275
+1,847
+10% +$59.1K 0.1% 187
2023
Q1 		$576K Buy
18,428
+1,611
+10% +$49.8K 0.09% 191
2022
Q4 		$489K Sell
16,817
-2,008
-11% -$56.4K 0.09% 199
2022
Q3 		$473K Buy
18,825
+1,212
+7% +$33.9K 0.09% 199
2022
Q2 		$499K Buy
17,613
+1,790
+11% +$54.8K 0.1% 198
2022
Q1 		$510K Buy
15,823
+3,573
+29% +$117K 0.08% 230
2021
Q4 		$398K Buy
12,250
+3,387
+38% +$112K 0.07% 209
2021
Q3 		$291K Buy
8,863
+2,864
+48% +$94.9K 0.08% 192
2021
Q2 		$200K Buy
5,999
+1,691
+39% +$56.8K 0.03% 260
2021
Q1 		$138K Buy
+4,308
New +$135K 0.02% 302

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

WealthShield Partners's FNDF Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.4% in Q1 2026, selling an estimated $36K and leaving 29,621 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #152.

WealthShield Partners first reported a position in FNDF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.64M in Q3 2025. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • WealthShield Partners held 29,621 shares of Schwab Fundamental International Large Company Index ETF worth $1.45M as of Q1 2026.
  • WealthShield Partners sold 734 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $36K.
  • Schwab Fundamental International Large Company Index ETF made up 0.16% of WealthShield Partners's portfolio in Q1 2026, its #152 holding.
  • WealthShield Partners first reported a position in Schwab Fundamental International Large Company Index ETF in Q1 2021 and has held it in 21 quarters since.
  • WealthShield Partners's Schwab Fundamental International Large Company Index ETF position peaked at $1.64M in Q3 2025.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.