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Elevation Wealth Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Elevation Wealth Partners’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 		$6.68K Buy
138
+1
+0.7% +$49 ﹤0.01% 942
2026
Q1 		$6.34K Hold
137
– – ﹤0.01% 636
2025
Q4 		$6.09K Buy
137
+5
+4% +$222 ﹤0.01% 586
2025
Q3 		$5.88K Hold
132
– – ﹤0.01% 453
2025
Q2 		$5.56K Hold
132
– – ﹤0.01% 398
2025
Q1 		$4.76K Hold
132
– – ﹤0.01% 406
2024
Q4 		$4.49K Buy
132
+4
+3% +$144 ﹤0.01% 418
2024
Q3 		$4.88K Hold
128
– – ﹤0.01% 391
2024
Q2 		$4.45K Hold
128
– – ﹤0.01% 389
2024
Q1 		$4.54K Hold
128
– – ﹤0.01% 392
2023
Q4 		$4.11K Hold
128
– – ﹤0.01% 378
2023
Q3 		$4.11K Hold
128
– – ﹤0.01% 283
2023
Q2 		$4.25K Buy
+128
New +$4.28K ﹤0.01% 288

Other funds holding FNDC

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PC
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
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RLWM
RF&L Wealth Management Acton, Massachusetts $148M AUM 23.72% 1-Year Est. Return

Elevation Wealth Partners's FNDC Position: Q2 2026 in Review

Elevation Wealth Partners increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.73% in Q2 2026, buying an estimated $49 and bringing the position to 138 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Elevation Wealth Partners first reported a position in FNDC in Q2 2023 and has held it in 13 quarters since. 116 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Elevation Wealth Partners held 138 shares of Schwab Fundamental International Small Company Index ETF worth $6.68K as of Q2 2026.
  • Elevation Wealth Partners bought 1 Schwab Fundamental International Small Company Index ETF share in Q2 2026, an estimated $49.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #942 holding.
  • Elevation Wealth Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 116 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.