Golden Bell Financial Planning’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Golden Bell Financial Planning’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	$524K	Sell	10,792 -1,329	-11%	-$65.5K	0.39%	24
2026 Q1	$562K	Sell	12,121 -131	-1%	-$6.21K	0.45%	24
2025 Q4	$546K	Sell	12,252 -181	-1%	-$8.05K	0.45%	24
2025 Q3	$553K	Sell	12,433 -2,173	-15%	-$94.4K	0.48%	23
2025 Q2	$614K	Sell	14,606 -1,423	-9%	-$55.2K	0.58%	23
2025 Q1	$580K	Sell	16,029 -49	-0.3%	-$1.75K	0.56%	22
2024 Q4	$549K	Buy	+16,078	New	+$577K	0.55%	22

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

Golden Bell Financial Planning's FNDC Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 11% in Q2 2026, selling an estimated $65.5K and leaving 10,792 shares worth $524K. The position accounts for 0.39% of the portfolio, ranked #24.

Golden Bell Financial Planning first reported a position in FNDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $614K in Q2 2025. 305 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

Golden Bell Financial Planning held 10,792 shares of Schwab Fundamental International Small Company Index ETF worth $524K as of Q2 2026.
Golden Bell Financial Planning sold 1,329 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $65.5K.
Schwab Fundamental International Small Company Index ETF made up 0.39% of Golden Bell Financial Planning's portfolio in Q2 2026, its #24 holding.
Golden Bell Financial Planning first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Golden Bell Financial Planning's Schwab Fundamental International Small Company Index ETF position peaked at $614K in Q2 2025.
305 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.