Wealthspire Advisors (New York)’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Wealthspire Advisors (New York)’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	$1.85M	Buy	35,109 +14,063	+67%	+$739K	0.01%	432
2026 Q1	$1.03M	Buy	21,046 +3,350	+19%	+$164K	0.01%	406
2025 Q4	$800K	Sell	17,696 -9,024	-34%	-$400K	0.01%	481
2025 Q3	$1.15M	Buy	26,720 +1,066	+4%	+$44.3K	0.01%	364
2025 Q2	$1.03M	Sell	25,654 -4,770	-16%	-$180K	0.01%	379
2025 Q1	$1.1M	Buy	30,424 +17,581	+137%	+$621K	0.01%	364
2024 Q4	$427K	Buy	12,843 +769	+6%	+$27.2K	﹤0.01%	555
2024 Q3	$451K	Buy	+12,074	New	+$435K	﹤0.01%	516

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

Wealthspire Advisors (New York)'s FNDF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 67% in Q2 2026, buying an estimated $739K and bringing the position to 35,109 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #432.

Wealthspire Advisors (New York) first reported a position in FNDF in Q3 2024 and has held it in 8 quarters since. 879 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Wealthspire Advisors (New York) held 35,109 shares of Schwab Fundamental International Large Company Index ETF worth $1.85M as of Q2 2026.
Wealthspire Advisors (New York) bought 14,063 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $739K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #432 holding.
Wealthspire Advisors (New York) first reported a position in Schwab Fundamental International Large Company Index ETF in Q3 2024 and has held it in 8 quarters since.
879 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.