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West Wealth Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

West Wealth Group’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 		$353K Buy
7,213
+537
+8% +$26.3K 0.07% 95
2025
Q4 		$302K Sell
6,676
-103
-2% -$4.56K 0.06% 90
2025
Q3 		$294K Sell
6,779
-50
-0.7% -$2.08K 0.07% 93
2025
Q2 		$279K Buy
+6,829
New +$258K 0.07% 88

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

West Wealth Group's FNDF Position: Q1 2026 in Review

West Wealth Group increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 8% in Q1 2026, buying an estimated $26.3K and bringing the position to 7,213 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #95.

West Wealth Group first reported a position in FNDF in Q2 2025 and has held it in 4 quarters since. 815 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • West Wealth Group held 7,213 shares of Schwab Fundamental International Large Company Index ETF worth $353K as of Q1 2026.
  • West Wealth Group bought 537 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $26.3K.
  • Schwab Fundamental International Large Company Index ETF made up 0.07% of West Wealth Group's portfolio in Q1 2026, its #95 holding.
  • West Wealth Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 815 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.