IFC & Insurance Marketing, Inc. FNDF SCHWAB FUNDAMNTL INTRNL EQT ETF

Ownership history in IFC & Insurance Marketing, Inc.  ·  3 quarters on record

AI Ownership Summary

IFC & Insurance Marketing, Inc. reported SCHWAB FUNDAMNTL INTRNL EQT ETF (FNDF) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 4.44% in 2026 Q1. The latest visible filing shows FNDF at 4.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FNDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFC & Insurance Marketing, Inc.'s position in SCHWAB FUNDAMNTL INTRNL EQT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FNDF was reported at 4.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFC & Insurance Marketing, Inc. held FNDF — position size vs. price
% of Fund (quarterly)    FNDF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 93,214 +6,250 +7.2% 4.33% $4.9M 2026-07-09 $52.77
2026 Q1 ADDED 86,964 +17,172 +24.6% 4.44% $4.3M 2026-04-17 $51.70
2025 Q4 INITIATED 69,792 3.13% $3K 2026-02-12 $50.86

FAQ About IFC & Insurance Marketing, Inc. and FNDF

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFC & Insurance Marketing, Inc. reported owning FNDF?

IFC & Insurance Marketing, Inc. reported FNDF across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FNDF position in IFC & Insurance Marketing, Inc.'s portfolio?

The largest reported portfolio weight for FNDF was 4.44% in 2026 Q1.

What is the latest reported FNDF position on this page?

The most recent filing on this page is 2026 Q2, when IFC & Insurance Marketing, Inc. reported 93,214 shares, equal to 4.33% of portfolio, with an estimated market value of $4.9M.

What does the chart on this FNDF ownership page compare?

The chart compares IFC & Insurance Marketing, Inc.'s quarterly FNDF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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