Birchwood Financial Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Birchwood Financial Partners’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	$751K	Buy	15,465 +88	+0.6%	+$4.34K	0.61%	40
2026 Q1	$713K	Hold	15,377	–	–	0.69%	33
2025 Q4	$685K	Buy	+15,377	New	+$684K	0.68%	32

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

Birchwood Financial Partners's FNDC Position: Q2 2026 in Review

Birchwood Financial Partners increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.57% in Q2 2026, buying an estimated $4.34K and bringing the position to 15,465 shares worth $751K. The position accounts for 0.61% of the portfolio, ranked #40.

Birchwood Financial Partners first reported a position in FNDC in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Birchwood Financial Partners held 15,465 shares of Schwab Fundamental International Small Company Index ETF worth $751K as of Q2 2026.
Birchwood Financial Partners bought 88 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $4.34K.
Schwab Fundamental International Small Company Index ETF made up 0.61% of Birchwood Financial Partners's portfolio in Q2 2026, its #40 holding.
Birchwood Financial Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2025 and has held it in 3 quarters since.
303 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.