Cahill Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Cahill Financial 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 Q2	$237K	Buy	4,879 +25	+0.5%	+$1.23K	0.02%	277
2026 Q1	$225K	Hold	4,854	–	–	0.02%	273
2025 Q4	$216K	Sell	4,854 -1,197	-20%	-$53.2K	0.02%	270
2025 Q3	$269K	Sell	6,051 -106	-2%	-$4.61K	0.03%	251
2025 Q2	$259K	Buy	6,157 +27	+0.4%	+$1.05K	0.03%	243
2025 Q1	$222K	Hold	6,130	–	–	0.03%	247
2024 Q4	$209K	Buy	6,130 +154	+3%	+$5.53K	0.03%	253
2024 Q3	$228K	Buy	5,976 +41	+0.7%	+$1.49K	0.03%	235
2024 Q2	$206K	Buy	+5,935	New	+$209K	0.03%	254
2020 Q2	–	Sell	-57,899	Closed	-$1.36M	–	163
2020 Q1	$1.36M	Sell	57,899 -49	-0.1%	-$1.44K	0.63%	47
2019 Q4	$1.93M	Buy	57,948 +57	+0.1%	+$1.84K	0.7%	43
2019 Q3	$1.78M	Buy	57,891 +65	+0.1%	+$1.98K	0.69%	44
2019 Q2	$1.81M	Sell	57,826 -86	-0.1%	-$2.67K	0.72%	41
2019 Q1	$1.8M	Buy	+57,912	New	+$1.77M	0.75%	39

Other funds holding FNDC

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Cahill Financial Advisors's FNDC Position: Q2 2026 in Review

Cahill Financial Advisors increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.52% in Q2 2026, buying an estimated $1.23K and bringing the position to 4,879 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #277.

Cahill Financial Advisors first reported a position in FNDC in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.93M in Q4 2019. 231 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Cahill Financial Advisors held 4,879 shares of Schwab Fundamental International Small Company Index ETF worth $237K as of Q2 2026.
Cahill Financial Advisors bought 25 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $1.23K.
Schwab Fundamental International Small Company Index ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #277 holding.
Cahill Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2019 and has held it in 14 quarters since.
Cahill Financial Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $1.93M in Q4 2019.
231 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.