FNDF — SCHWAB FUNDAMNTL INTRNL EQT ET

Ownership history in MENLO ADVISORS LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MENLO ADVISORS LLC reported a position in SCHWAB FUNDAMNTL INTRNL EQT ET (FNDF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.33% (2025 Q2)
Avg. % of fund
0.29%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 15,403 — 0% 0.33% $616K $38.85
2025 Q1 UNCHANGED 15,403 — 0% 0.26% $556K $34.89
2024 Q4 UNCHANGED 15,403 — 0% 0.26% $511K $32.06
2024 Q3 UNCHANGED 15,403 — 0% 0.30% $575K $35.04
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FNDF price (monthly, adj. close)

Other funds also holding FNDF

As of 2025 Q4 — sorted by position size

Mountain Capital Investment Advisors Inc. 3Y 7Y 20.56% Strata Wealth Advisors, LLC 15.61% Sound Portfolio Advisors, LLC 14.64% Verde Capital Management 3Y 9.46% Red Tortoise LLC 3Y 8.78% KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 8.59% Solitude Financial Services 3Y 8.59% MFA WEALTH ADVISORS, LLC 3Y 7Y 8.57% Latko Wealth Management, Ltd. 8.31% Barry Investment Advisors, LLC 3Y 7Y 7.99%
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