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 Q3	$4K	Hold	78	–	–	﹤0.01%	1464
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

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

RF&L Wealth Management Acton, Massachusetts $149M AUM 14.97% 1-Year Est. Return

CX Institutional's FNDC Position: Q3 2026 in Review

CX Institutional held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q3 2026 at 78 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

CX Institutional first reported a position in FNDC in Q3 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

CX Institutional held 78 shares of Schwab Fundamental International Small Company Index ETF worth $4K as of Q3 2026.
CX Institutional left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1464 holding.
CX Institutional first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2025 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.