Badgley Phelps Wealth Managers’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	$285K	Buy	5,864 +155	+3%	+$7.64K	0.01%	297
2026 Q1	$265K	Buy	+5,709	New	+$271K	0.01%	295

Other funds holding FNDC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Badgley Phelps Wealth Managers's FNDC Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 2.7% in Q2 2026, buying an estimated $7.64K and bringing the position to 5,864 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #297.

Badgley Phelps Wealth Managers first reported a position in FNDC in Q1 2026 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Badgley Phelps Wealth Managers held 5,864 shares of Schwab Fundamental International Small Company Index ETF worth $285K as of Q2 2026.
Badgley Phelps Wealth Managers bought 155 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $7.64K.
Schwab Fundamental International Small Company Index ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #297 holding.
Badgley Phelps Wealth Managers first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
304 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.