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Beacon Pointe Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Beacon Pointe Advisors’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
Q1 		$214K Buy
4,621
+126
+3% +$5.97K ﹤0.01% 1700
2025
Q4 		$200K Buy
+4,495
New +$200K ﹤0.01% 1427

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Beacon Pointe Advisors's FNDC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 2.8% in Q1 2026, buying an estimated $5.97K and bringing the position to 4,621 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Beacon Pointe Advisors first reported a position in FNDC in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Beacon Pointe Advisors held 4,621 shares of Schwab Fundamental International Small Company Index ETF worth $214K as of Q1 2026.
  • Beacon Pointe Advisors bought 126 Schwab Fundamental International Small Company Index ETF shares in Q1 2026, an estimated $5.97K.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1700 holding.
  • Beacon Pointe Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.