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Your Advocates Ltd’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Your Advocates Ltd’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 		$12.1M Buy
246,557
+5,947
+2% +$291K 3.68% 10
2025
Q4 		$10.9M Sell
240,610
-3,155
-1% -$140K 3.55% 10
2025
Q3 		$10.5M Sell
243,765
-3,522
-1% -$146K 3.51% 10
2025
Q2 		$9.9M Sell
247,287
-8,147
-3% -$307K 3.56% 10
2025
Q1 		$9.23M Buy
255,434
+8,103
+3% +$286K 3.54% 10
2024
Q4 		$8.21M Buy
247,331
+13,711
+6% +$484K 3.26% 10
2024
Q3 		$8.73M Buy
233,620
+6,392
+3% +$230K 3.43% 10
2024
Q2 		$7.96M Buy
227,228
+58,473
+35% +$2.07M 3.34% 10
2024
Q1 		$6.01M Sell
168,755
-18,726
-10% -$636K 2.54% 11
2023
Q4 		$6.32M Sell
187,481
-51,011
-21% -$1.64M 2.55% 11
2023
Q3 		$7.55M Sell
238,492
-33,481
-12% -$1.09M 4.51% 10
2023
Q2 		$8.78M Buy
271,973
+1,094
+0.4% +$35K 4.5% 8
2023
Q1 		$8.47M Buy
270,879
+11,649
+4% +$360K 4.65% 8
2022
Q4 		$7.54M Sell
259,230
-1,118
-0.4% -$31.4K 4.35% 8
2022
Q3 		$6.55M Sell
260,348
-15,945
-6% -$446K 3.93% 8
2022
Q2 		$7.82M Sell
276,293
-118,664
-30% -$3.63M 4.63% 7
2022
Q1 		$12.7M Sell
394,957
-31,770
-7% -$1.04M 7.23% 5
2021
Q4 		$13.9M Buy
426,727
+15,520
+4% +$512K 7.84% 3
2021
Q3 		$13.5M Buy
411,207
+10,876
+3% +$361K 8.75% 3
2021
Q2 		$13.3M Sell
400,331
-75,274
-16% -$2.53M 8.65% 3
2021
Q1 		$15.3M Sell
475,605
-84,249
-15% -$2.63M 11.28% 3
2020
Q4 		$16.4M Buy
559,854
+362,305
+183% +$9.81M 12.06% 3
2020
Q3 		$4.85M Sell
197,549
-8,929
-4% -$222K 3.81% 11
2020
Q2 		$5.1M Sell
206,478
-350,101
-63% -$7.9M 3.53% 7
2020
Q1 		$11.7M Buy
556,579
+62,666
+13% +$1.62M 10.11% 3
2019
Q4 		$14.3M Buy
+493,913
New +$14.1M 11.29% 4

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

Your Advocates Ltd's FNDF Position: Q1 2026 in Review

Your Advocates Ltd increased its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 2.5% in Q1 2026, buying an estimated $291K and bringing the position to 246,557 shares worth $12.1M. The position accounts for 3.68% of the portfolio, ranked #10.

Your Advocates Ltd first reported a position in FNDF in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.4M in Q4 2020. 816 funds tracked by Wall St. Rank hold FNDF as of Q1 2026.

  • Your Advocates Ltd held 246,557 shares of Schwab Fundamental International Large Company Index ETF worth $12.1M as of Q1 2026.
  • Your Advocates Ltd bought 5,947 Schwab Fundamental International Large Company Index ETF shares in Q1 2026, an estimated $291K.
  • Schwab Fundamental International Large Company Index ETF made up 3.68% of Your Advocates Ltd's portfolio in Q1 2026, its #10 holding.
  • Your Advocates Ltd first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2019 and has held it in 26 quarters since.
  • Your Advocates Ltd's Schwab Fundamental International Large Company Index ETF position peaked at $16.4M in Q4 2020.
  • 816 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.