Wingate Wealth Advisors’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Wingate Wealth Advisors’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	$9.31M	Buy	176,471 +42,748	+32%	+$2.25M	4.1%	4
2026 Q1	$6.54M	Buy	133,723 +24,451	+22%	+$1.2M	3.5%	5
2025 Q4	$4.94M	Buy	109,272 +5,587	+5%	+$247K	2.76%	7
2025 Q3	$4.45M	Buy	103,685 +4,283	+4%	+$178K	3.09%	5
2025 Q2	$3.98M	Buy	99,402 +8,728	+10%	+$329K	3.54%	3
2025 Q1	$3.28M	Buy	90,674 +12,246	+16%	+$432K	3.77%	1
2024 Q4	$2.6M	Buy	+78,428	New	+$2.77M	2.56%	5

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

Wingate Wealth Advisors's FNDF Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 32% in Q2 2026, buying an estimated $2.25M and bringing the position to 176,471 shares worth $9.31M. The position accounts for 4.1% of the portfolio, ranked #4.

Wingate Wealth Advisors first reported a position in FNDF in Q4 2024 and has held it in 7 quarters since. 872 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Wingate Wealth Advisors held 176,471 shares of Schwab Fundamental International Large Company Index ETF worth $9.31M as of Q2 2026.
Wingate Wealth Advisors bought 42,748 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $2.25M.
Schwab Fundamental International Large Company Index ETF made up 4.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Wingate Wealth Advisors first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and has held it in 7 quarters since.
872 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.