CX Institutional’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

CX Institutional’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	$4K	Hold	78	–	–	﹤0.01%	1387
2026 Q1	$4K	Hold	78	–	–	﹤0.01%	1377
2025 Q4	$3K	Buy	78 +3	+4%	+$133	﹤0.01%	1319
2025 Q3	$3K	Buy	+75	New	+$3.26K	﹤0.01%	1288

Other funds holding FNDC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CX Institutional's FNDC Position: Q2 2026 in Review

CX Institutional held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2026 at 78 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

CX Institutional first reported a position in FNDC in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

CX Institutional held 78 shares of Schwab Fundamental International Small Company Index ETF worth $4K as of Q2 2026.
CX Institutional left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1387 holding.
CX Institutional first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2025 and has held it in 4 quarters since.
305 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.