Coppell Advisory Solutions’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-31	Closed	-$1.06K	–	876
2024 Q4	$1.06K	Hold	31	–	–	﹤0.01%	1654
2024 Q3	$1.18K	Sell	31 -208	-87%	-$7.53K	﹤0.01%	1548
2024 Q2	$8.31K	Buy	+239	New	+$8.42K	﹤0.01%	1069

Other funds holding FNDC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

KLI

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

HPA

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

Coppell Advisory Solutions's FNDC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2025, closing a stake of 31 shares — an estimated $1.06K sold.

Coppell Advisory Solutions first reported a position in FNDC in Q2 2024 and held it in 3 quarters. The position peaked at $8.31K in Q2 2024. 246 funds tracked by Wall St. Rank hold FNDC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 31 Schwab Fundamental International Small Company Index ETF shares in Q1 2025, an estimated $1.06K.
Coppell Advisory Solutions first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2024 and held it in 3 quarters.
Coppell Advisory Solutions's Schwab Fundamental International Small Company Index ETF position peaked at $8.31K in Q2 2024.
246 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.