EQ Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

EQ Wealth Advisors’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	$1.47M	Sell	31,704 -3,141	-9%	-$149K	0.86%	25
2025 Q4	$1.55M	Sell	34,845 -2,058	-6%	-$91.5K	0.92%	25
2025 Q3	$1.64M	Sell	36,903 -193	-0.5%	-$8.39K	1.08%	25
2025 Q2	$1.56M	Sell	37,096 -435	-1%	-$16.9K	1.06%	23
2025 Q1	$1.36M	Buy	37,531 +121	+0.3%	+$4.31K	1.08%	22
2024 Q4	$1.28M	Buy	+37,410	New	+$1.34M	1.23%	22

Other funds holding FNDC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

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

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 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

EQ Wealth Advisors's FNDC Position: Q1 2026 in Review

EQ Wealth Advisors reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 9% in Q1 2026, selling an estimated $149K and leaving 31,704 shares worth $1.47M. The position accounts for 0.86% of the portfolio, ranked #25.

EQ Wealth Advisors first reported a position in FNDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q3 2025. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

EQ Wealth Advisors held 31,704 shares of Schwab Fundamental International Small Company Index ETF worth $1.47M as of Q1 2026.
EQ Wealth Advisors sold 3,141 Schwab Fundamental International Small Company Index ETF shares in Q1 2026, an estimated $149K.
Schwab Fundamental International Small Company Index ETF made up 0.86% of EQ Wealth Advisors's portfolio in Q1 2026, its #25 holding.
EQ Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
EQ Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $1.64M in Q3 2025.
296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.