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 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 $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

KLI

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

HPA

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

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

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Diversify Advisory Services's FNDC Position: Q1 2026 in Review

Diversify Advisory Services sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2026, closing a stake of 6,175 shares — an estimated $287K sold.

Diversify Advisory Services first reported a position in FNDC in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

Diversify Advisory Services reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 6,175 Schwab Fundamental International Small Company Index ETF shares in Q1 2026, an estimated $287K.
Diversify Advisory Services first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2025 and held it in 1 quarter.
Diversify Advisory Services's Schwab Fundamental International Small Company Index ETF position peaked at $287K in Q4 2025.
296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.