Activest Wealth Management
FNDC icon

Activest Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Activest Wealth Management’s Portfolio FNDC Stock Details FNDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.4K Hold
490
– – ﹤0.01% 398
2026
Q2 		$23.8K Buy
490
+3
+0.6% +$148 ﹤0.01% 411
2026
Q1 		$22.6K Hold
487
– – ﹤0.01% 494
2025
Q4 		$21.7K Buy
+487
New +$21.6K ﹤0.01% 488

Other funds holding FNDC

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return

Activest Wealth Management's FNDC Position: Q3 2026 in Review

Activest Wealth Management held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q3 2026 at 490 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Activest Wealth Management first reported a position in FNDC in Q4 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

  • Activest Wealth Management held 490 shares of Schwab Fundamental International Small Company Index ETF worth $24.4K as of Q3 2026.
  • Activest Wealth Management left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q3 2026.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #398 holding.
  • Activest Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.