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 Q2	$81.3K	Hold	1,674	–	–	0.05%	93
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 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

Elevate Wealth Advisory's FNDC Position: Q2 2026 in Review

Elevate Wealth Advisory held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2026 at 1,674 shares worth $81.3K. The position accounts for 0.05% of the portfolio, ranked #93.

Elevate Wealth Advisory first reported a position in FNDC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Elevate Wealth Advisory held 1,674 shares of Schwab Fundamental International Small Company Index ETF worth $81.3K as of Q2 2026.
Elevate Wealth Advisory left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental International Small Company Index ETF made up 0.05% of Elevate Wealth Advisory's portfolio in Q2 2026, its #93 holding.
Elevate Wealth Advisory first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.