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 Q3	$6.85K	Hold	138	–	–	﹤0.01%	1023
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

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Elevation Wealth Partners's FNDC Position: Q3 2026 in Review

Elevation Wealth Partners held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q3 2026 at 138 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Elevation Wealth Partners first reported a position in FNDC in Q2 2023 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

Elevation Wealth Partners held 138 shares of Schwab Fundamental International Small Company Index ETF worth $6.85K as of Q3 2026.
Elevation Wealth Partners left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1023 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and has held it in 14 quarters since.
14 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.