Your Advocates Ltd., LLP FNDF Schwab Fundamental Intl Lg Etf

Ownership history in Your Advocates Ltd., LLP  ·  26 quarters on record

AI Ownership Summary

Your Advocates Ltd., LLP reported Schwab Fundamental Intl Lg Etf (FNDF) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.68% in 2026 Q1. The latest visible filing shows FNDF at 3.68% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FNDF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Your Advocates Ltd., LLP's position in Schwab Fundamental Intl Lg 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 Q1

FNDF was reported at 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.68% 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
2023 Q4 to 2026 Q1

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 Your Advocates Ltd., LLP 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 246,557 +5,947 +2.5% 3.68% $12.1M 2026-04-30 $51.86
2025 Q4 REDUCED 240,610 -3,155 -1.3% 3.55% $10.9M 2026-02-02 $48.76
2025 Q3 REDUCED 243,765 -3,522 -1.4% 3.51% $10.5M 2025-11-03 $42.82
2025 Q2 REDUCED 247,287 -8,147 -3.2% 3.56% $9.9M 2025-08-08 $40.24
2025 Q1 ADDED 255,434 +8,103 +3.3% 3.54% $9.2M 2025-05-07 $36.29
2024 Q4 ADDED 247,331 +13,711 +5.9% 3.26% $8.2M 2025-02-04 $33.29
2024 Q3 ADDED 233,620 +6,392 +2.8% 3.43% $8.7M 2024-10-25 $33.52
2024 Q2 ADDED 227,228 +58,473 +34.6% 3.34% $8.0M 2024-07-29 $33.42
2024 Q1 REDUCED 10.0% -0.5% 168,755 -18,726 -10.0% 2.54% $6.0M 2024-05-01 $32.24
2023 Q4 REDUCED 21.4% +4.9% 187,481 -51,011 -21.4% 2.55% $6.3M 2024-02-08 $30.92
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Your Advocates Ltd., LLP and FNDF

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

How long has Your Advocates Ltd., LLP reported owning FNDF?

Your Advocates Ltd., LLP reported FNDF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FNDF position in Your Advocates Ltd., LLP's portfolio?

The largest reported portfolio weight for FNDF was 3.68% in 2026 Q1.

What is the latest reported FNDF position on this page?

The most recent filing on this page is 2026 Q1, when Your Advocates Ltd., LLP reported 246,557 shares, equal to 3.68% of portfolio, with an estimated market value of $12.1M.

What does the chart on this FNDF ownership page compare?

The chart compares Your Advocates Ltd., LLP'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.

How well did Your Advocates Ltd., LLP time their FNDF position?

Based on 13F filing dates vs. subsequent FNDF price moves, Your Advocates Ltd., LLP correctly timed 8 out of 25 reported position changes (32%). The annualised alpha on FNDF relative to SPY over the holding period was -1.3%.

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