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

Bridge Generations 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
2025 Q2	–	Sell	-201	Closed	-$7.29K	–	132
2025 Q1	$7.29K	Buy	201 +107	+114%	+$3.81K	﹤0.01%	69
2024 Q4	$3.23K	Buy	+94	New	+$3.38K	﹤0.01%	57

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EWA

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GIA

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KLI

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FTUS

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HPA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bridge Generations Wealth Management's FNDC Position: Q2 2025 in Review

Bridge Generations Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2025, closing a stake of 201 shares — an estimated $7.29K sold.

Bridge Generations Wealth Management first reported a position in FNDC in Q4 2024 and held it in 2 quarters. The position peaked at $7.29K in Q1 2025. 254 funds tracked by Wall St. Rank hold FNDC as of Q2 2025.

Bridge Generations Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
Bridge Generations Wealth Management sold 201 Schwab Fundamental International Small Company Index ETF shares in Q2 2025, an estimated $7.29K.
Bridge Generations Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and held it in 2 quarters.
Bridge Generations Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $7.29K in Q1 2025.
254 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2025.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.