CIBC Private Wealth Group
FNDC icon

CIBC Private Wealth Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

CIBC Private Wealth Group’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
Q4 		$581K Buy
13,036
+12,255
+1,569% +$545K ﹤0.01% 840
2025
Q3 		$34.8K Sell
781
-571
-42% -$24.8K ﹤0.01% 1951
2025
Q2 		$56.9K Sell
1,352
-508
-27% -$19.7K ﹤0.01% 1613
2025
Q1 		$61.3K Buy
1,860
+1,127
+154% +$40.2K ﹤0.01% 1560
2024
Q4 		$24.8K Buy
733
+676
+1,186% +$24.3K ﹤0.01% 1966
2024
Q3 		$2.17K Sell
57
-911
-94% -$33K ﹤0.01% 2788
2024
Q2 		$34K Sell
968
-2,046
-68% -$72.1K ﹤0.01% 1826
2024
Q1 		$107K Buy
+3,014
New +$104K ﹤0.01% 1372

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

CIBC Private Wealth Group's FNDC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 1,569% in Q4 2025, buying an estimated $545K and bringing the position to 13,036 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

CIBC Private Wealth Group first reported a position in FNDC in Q1 2024 and has held it in 8 quarters since. 282 funds tracked by Wall St. Rank hold FNDC as of Q4 2025.

  • CIBC Private Wealth Group held 13,036 shares of Schwab Fundamental International Small Company Index ETF worth $581K as of Q4 2025.
  • CIBC Private Wealth Group bought 12,255 Schwab Fundamental International Small Company Index ETF shares in Q4 2025, an estimated $545K.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #840 holding.
  • CIBC Private Wealth Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2024 and has held it in 8 quarters since.
  • 282 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.