Financial Life Planners FNDF β€” SCHWAB STRATEGIC TR FUNDAMENTAL INTL

Ownership history in Financial Life Planners  Β·  2 quarters on record

AI Ownership Summary

Financial Life Planners reported SCHWAB STRATEGIC TR FUNDAMENTAL INTL (FNDF) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.25% in 2026 Q2. The latest visible filing shows FNDF at 0.25% 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 Financial Life Planners's position in SCHWAB STRATEGIC TR FUNDAMENTAL INTL, 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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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
2026 Q1 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 Financial Life Planners held FNDF β€” position size vs. price
% of Fund (quarterly)    FNDF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 7,422 +6,909 +1346.8% 0.25% $392K 2026-07-21 $53.23
2026 Q1 INITIATED β€” β€” β€” 513 β€” β€” 0.02% $25K 2026-04-24 $50.76

FAQ About Financial Life Planners and FNDF

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

How long has Financial Life Planners reported owning FNDF?

Financial Life Planners reported FNDF across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FNDF position in Financial Life Planners's portfolio?

The largest reported portfolio weight for FNDF was 0.25% in 2026 Q2.

What is the latest reported FNDF position on this page?

The most recent filing on this page is 2026 Q2, when Financial Life Planners reported 7,422 shares, equal to 0.25% of portfolio, with an estimated market value of $392K.

What does the chart on this FNDF ownership page compare?

The chart compares Financial Life Planners'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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