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Cornerstone Planning Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Cornerstone Planning 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
2026
Q2 		$61.1K Buy
1,255
+7
+0.6% +$345 0.01% 356
2026
Q1 		$61.9K Hold
1,248
– – 0.01% 351
2025
Q4 		$60K Sell
1,248
-1,604,520
-100% -$71.3M 0.01% 303
2025
Q3 		$42.6M Buy
1,605,768
+1,604,451
+121,826% +$69.7M 6.82% 3
2025
Q2 		$56.1K Sell
1,317
-4
-0.3% -$155 0.01% 219
2025
Q1 		$49.1K Sell
1,321
-49
-4% -$1.75K 0.01% 245
2024
Q4 		$47.7K Buy
1,370
+17
+1% +$610 0.01% 190
2024
Q3 		$48.8K Sell
1,353
-13,835
-91% -$501K 0.01% 193
2024
Q2 		$514K Buy
+15,188
New +$535K 0.15% 44

Other funds holding FNDC

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PC
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
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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Cornerstone Planning Group's FNDC Position: Q2 2026 in Review

Cornerstone Planning Group increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.56% in Q2 2026, buying an estimated $345 and bringing the position to 1,255 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #356.

Cornerstone Planning Group first reported a position in FNDC in Q2 2024 and has held it in 9 quarters since. The position peaked at $42.6M in Q3 2025. 183 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Cornerstone Planning Group held 1,255 shares of Schwab Fundamental International Small Company Index ETF worth $61.1K as of Q2 2026.
  • Cornerstone Planning Group bought 7 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $345.
  • Schwab Fundamental International Small Company Index ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #356 holding.
  • Cornerstone Planning Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's Schwab Fundamental International Small Company Index ETF position peaked at $42.6M in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.