EWM
FNDC icon

Empirical Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Empirical 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 		$349K Sell
7,197
-197
-3% -$9.71K 0.01% 821
2026
Q1 		$343K Sell
7,394
-12
-0.2% -$569 0.01% 744
2025
Q4 		$330K Sell
7,406
-314
-4% -$14K 0.01% 665
2025
Q3 		$344K Buy
7,720
+580
+8% +$25.2K 0.01% 576
2025
Q2 		$300K Sell
7,140
-544
-7% -$21.1K 0.01% 535
2025
Q1 		$278K Sell
7,684
-5,587
-42% -$199K 0.01% 535
2024
Q4 		$453K Buy
13,271
+1,537
+13% +$55.2K 0.01% 403
2024
Q3 		$448K Sell
11,734
-2,979
-20% -$108K 0.01% 388
2024
Q2 		$511K Buy
14,713
+1,014
+7% +$35.7K 0.02% 356
2024
Q1 		$486K Buy
13,699
+3,220
+31% +$111K 0.01% 351
2023
Q4 		$365K Buy
10,479
+732
+8% +$23.8K 0.01% 366
2023
Q3 		$313K Sell
9,747
-4,728
-33% -$158K 0.01% 363
2023
Q2 		$480K Buy
14,475
+1,018
+8% +$34K 0.02% 314
2023
Q1 		$446K Buy
13,457
+954
+8% +$31.3K 0.02% 335
2022
Q4 		$391K Buy
12,503
+705
+6% +$21K 0.02% 346
2022
Q3 		$321K Sell
11,798
-4,884
-29% -$149K 0.02% 366
2022
Q2 		$507K Sell
16,682
-773
-4% -$25.5K 0.03% 292
2022
Q1 		$617K Buy
17,455
+1,605
+10% +$57.7K 0.03% 290
2021
Q4 		$593K Buy
15,850
+3,798
+32% +$145K 0.03% 312
2021
Q3 		$467K Buy
+12,052
New +$476K 0.03% 311
2020
Q1 		– Sell
-7,132
Closed -$237K – 339
2019
Q4 		$237K Sell
7,132
-3,883
-35% -$125K 0.03% 290
2019
Q3 		$338K Buy
+11,015
New +$336K 0.04% 217

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

Empirical Wealth Management's FNDC Position: Q2 2026 in Review

Empirical Wealth Management reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 2.7% in Q2 2026, selling an estimated $9.71K and leaving 7,197 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #821.

Empirical Wealth Management first reported a position in FNDC in Q3 2019 and has held it in 22 quarters since. The position peaked at $617K in Q1 2022. 118 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Empirical Wealth Management held 7,197 shares of Schwab Fundamental International Small Company Index ETF worth $349K as of Q2 2026.
  • Empirical Wealth Management sold 197 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $9.71K.
  • Schwab Fundamental International Small Company Index ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #821 holding.
  • Empirical Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2019 and has held it in 22 quarters since.
  • Empirical Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $617K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.