Center for Financial Planning’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Center for Financial Planning’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	-24	Closed	-$869	–	674
2025 Q1	$869	Buy	+24	New	+$855	﹤0.01%	649
2023 Q3	–	Sell	-6	Closed	-$200	–	535
2023 Q2	$200	Hold	6	–	–	﹤0.01%	554
2023 Q1	$199	Hold	6	–	–	﹤0.01%	518
2022 Q4	$188	Hold	6	–	–	﹤0.01%	526
2022 Q3	$0	Hold	6	–	–	﹤0.01%	653
2022 Q2	$0	Hold	6	–	–	﹤0.01%	543
2022 Q1	$0	Buy	+6	New	+$216	﹤0.01%	551

Other funds holding FNDC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Center for Financial Planning's FNDC Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2025, closing a stake of 24 shares — an estimated $869 sold.

Center for Financial Planning first reported a position in FNDC in Q1 2022 and held it in 7 quarters. The position peaked at $869 in Q1 2025. 254 funds tracked by Wall St. Rank hold FNDC as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 24 Schwab Fundamental International Small Company Index ETF shares in Q2 2025, an estimated $869.
Center for Financial Planning first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2022 and held it in 7 quarters.
Center for Financial Planning's Schwab Fundamental International Small Company Index ETF position peaked at $869 in Q1 2025.
254 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.