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Diversify Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Diversify Wealth Management’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 		$297K Buy
+6,126
New +$290K 0.01% 962

Other funds holding FNDC

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Morgan Stanley
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
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
PC
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
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 Wealth Management's FNDC Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2026: 6,126 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings.

296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Diversify Wealth Management held 6,126 shares of Schwab Fundamental International Small Company Index ETF worth $297K as of Q1 2026.
  • Schwab Fundamental International Small Company Index ETF was a new Diversify Wealth Management position in Q1 2026.
  • Schwab Fundamental International Small Company Index ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #962 holding.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.