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 Q2	$12.5M	Sell	236,163 -10,394	-4%	-$546K	3.56%	10
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 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

Your Advocates Ltd's FNDF Position: Q2 2026 in Review

Your Advocates Ltd reduced its Schwab Fundamental International Large Company Index ETF (FNDF) stake by 4.2% in Q2 2026, selling an estimated $546K and leaving 236,163 shares worth $12.5M. The position accounts for 3.56% of the portfolio, ranked #10.

Your Advocates Ltd first reported a position in FNDF in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.4M in Q4 2020. 877 funds tracked by Wall St. Rank hold FNDF as of Q2 2026.

Your Advocates Ltd held 236,163 shares of Schwab Fundamental International Large Company Index ETF worth $12.5M as of Q2 2026.
Your Advocates Ltd sold 10,394 Schwab Fundamental International Large Company Index ETF shares in Q2 2026, an estimated $546K.
Schwab Fundamental International Large Company Index ETF made up 3.56% of Your Advocates Ltd's portfolio in Q2 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 27 quarters since.
Your Advocates Ltd's Schwab Fundamental International Large Company Index ETF position peaked at $16.4M in Q4 2020.
877 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.