Diversify Advisory Services’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Diversify Advisory Services’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	$243K	Buy	+4,977	New	+$245K	﹤0.01%	1134
2026 Q1	–	Sell	-6,175	Closed	-$287K	–	447
2025 Q4	$287K	Buy	+6,175	New	+$275K	0.01%	771

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

Diversify Advisory Services's FNDC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2026: 4,977 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FNDC as recently as Q4 2025.

Diversify Advisory Services first reported a position in FNDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 305 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Diversify Advisory Services held 4,977 shares of Schwab Fundamental International Small Company Index ETF worth $243K as of Q2 2026.
Schwab Fundamental International Small Company Index ETF was a new Diversify Advisory Services position in Q2 2026.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1134 holding.
Diversify Advisory Services first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2025 and has held it in 2 quarters since.
Diversify Advisory Services's Schwab Fundamental International Small Company Index ETF position peaked at $287K in Q4 2025.
305 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.