Mosley Wealth Management FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

Ownership history in Mosley Wealth Management  ·  3 quarters on record

AI Ownership Summary

Mosley Wealth Management reported SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 5.61% in 2026 Q2. The latest visible filing shows FNDF at 5.61% 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 Mosley Wealth Management's position in SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY 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 5.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.61% in 2026 Q2

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 Mosley Wealth Management 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 333,920 +316,670 +1835.8% 5.61% $17.6M 2026-07-23 $52.85
2026 Q1 REDUCED 14.8% +8.1% 17,250 -2,992 -14.8% 0.34% $741K 2026-04-27 $50.67
2025 Q4 INITIATED 20,242 0.40% $882K 2026-02-12 $50.86

FAQ About Mosley Wealth Management and FNDF

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

How long has Mosley Wealth Management reported owning FNDF?

Mosley Wealth Management reported FNDF across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FNDF position in Mosley Wealth Management's portfolio?

The largest reported portfolio weight for FNDF was 5.61% in 2026 Q2.

What is the latest reported FNDF position on this page?

The most recent filing on this page is 2026 Q2, when Mosley Wealth Management reported 333,920 shares, equal to 5.61% of portfolio, with an estimated market value of $17.6M.

What does the chart on this FNDF ownership page compare?

The chart compares Mosley Wealth Management'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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