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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
Q2 		$264K Sell
5,007
-2,206
-31% -$116K 0.04% 126
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 $751B AUM 38.74% 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 $16.8B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

West Wealth Group's FNDF Position: Q2 2026 in Review

West Wealth Group reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 31% in Q2 2026, selling an estimated $116K and leaving 5,007 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #126.

West Wealth Group first reported a position in FNDF in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q1 2026. 874 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

  • West Wealth Group held 5,007 shares of Schwab Fundamental International Large Company Index ETF worth $264K as of Q2 2026.
  • West Wealth Group sold 2,206 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $116K.
  • Schwab Fundamental International Large Company Index ETF made up 0.04% of West Wealth Group's portfolio in Q2 2026, its #126 holding.
  • West Wealth Group first reported a position in Schwab Fundamental International Large Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • West Wealth Group's Schwab Fundamental International Large Company Index ETF position peaked at $353K in Q1 2026.
  • 874 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.