EWA
FNDC icon

Elevate Wealth Advisory’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Elevate Wealth Advisory’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 		$77.6K Hold
1,674
– – 0.05% 89
2025
Q4 		$74.6K Hold
1,674
– – 0.05% 86
2025
Q3 		$74.5K Hold
1,674
– – 0.05% 85
2025
Q2 		$70.4K Hold
1,674
– – 0.05% 93
2025
Q1 		$60.6K Hold
1,674
– – 0.04% 94
2024
Q4 		$57.1K Hold
1,674
– – 0.04% 88
2024
Q3 		$63.9K Hold
1,674
– – 0.05% 89
2024
Q2 		$58.6K Hold
1,674
– – 0.05% 85
2024
Q1 		$59.4K Hold
1,674
– – 0.05% 82
2023
Q4 		$58.4K Buy
+1,674
New +$54.4K 0.05% 81

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 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

Elevate Wealth Advisory's FNDC Position: Q1 2026 in Review

Elevate Wealth Advisory held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q1 2026 at 1,674 shares worth $77.6K. The position accounts for 0.05% of the portfolio, ranked #89.

Elevate Wealth Advisory first reported a position in FNDC in Q4 2023 and has held it in 10 quarters since. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Elevate Wealth Advisory held 1,674 shares of Schwab Fundamental International Small Company Index ETF worth $77.6K as of Q1 2026.
  • Elevate Wealth Advisory left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental International Small Company Index ETF made up 0.05% of Elevate Wealth Advisory's portfolio in Q1 2026, its #89 holding.
  • Elevate Wealth Advisory first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.