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 Q2	$243K	Sell	4,977 -1,149	-19%	-$56.6K	﹤0.01%	1134
2026 Q1	$297K	Buy	+6,126	New	+$290K	0.01%	962

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 Wealth Management's FNDC Position: Q2 2026 in Review

Diversify Wealth Management reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 19% in Q2 2026, selling an estimated $56.6K and leaving 4,977 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Diversify Wealth Management first reported a position in FNDC in Q1 2026 and has held it in 2 quarters since. The position peaked at $297K in Q1 2026. 307 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Diversify Wealth Management held 4,977 shares of Schwab Fundamental International Small Company Index ETF worth $243K as of Q2 2026.
Diversify Wealth Management sold 1,149 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $56.6K.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1134 holding.
Diversify Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $297K in Q1 2026.
307 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.