DHJJ Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

DHJJ Financial Advisors’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 Q2	–	Sell	-100	Closed	-$3.62K	–	980
2025 Q1	$3.62K	Hold	100	–	–	﹤0.01%	594
2024 Q4	$3.41K	Hold	100	–	–	﹤0.01%	578
2024 Q3	$3.81K	Hold	100	–	–	﹤0.01%	558
2024 Q2	$3.48K	Buy	+100	New	+$3.52K	﹤0.01%	523

Other funds holding FNDC

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

KLI

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HPA

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

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

DHJJ Financial Advisors's FNDC Position: Q2 2025 in Review

DHJJ Financial Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2025, closing a stake of 100 shares — an estimated $3.62K sold.

DHJJ Financial Advisors first reported a position in FNDC in Q2 2024 and held it in 4 quarters. The position peaked at $3.81K in Q3 2024. 254 funds tracked by Wall St. Rank hold FNDC as of Q2 2025.

DHJJ Financial Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
DHJJ Financial Advisors sold 100 Schwab Fundamental International Small Company Index ETF shares in Q2 2025, an estimated $3.62K.
DHJJ Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2024 and held it in 4 quarters.
DHJJ Financial Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $3.81K in Q3 2024.
254 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2025.

Based on DHJJ Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.