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 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 $654B AUM 26.35% 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 $15.4B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s FNDF Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 19% in Q1 2026, buying an estimated $164K and bringing the position to 21,046 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #406.

Wealthspire Advisors (New York) first reported a position in FNDF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

Wealthspire Advisors (New York) held 21,046 shares of Schwab Fundamental International Large Company Index ETF worth $1.03M as of Q1 2026.
Wealthspire Advisors (New York) bought 3,350 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $164K.
Schwab Fundamental International Large Company Index ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #406 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 7 quarters since.
Wealthspire Advisors (New York)'s Schwab Fundamental International Large Company Index ETF position peaked at $1.15M in Q3 2025.
815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.