GBFP
FNDC icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
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
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
Victory Capital Management
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

Golden Bell Financial Planning's FNDC Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 1.1% in Q1 2026, selling an estimated $6.21K and leaving 12,121 shares worth $562K. The position accounts for 0.45% of the portfolio, ranked #24.

Golden Bell Financial Planning first reported a position in FNDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $614K in Q2 2025. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Golden Bell Financial Planning held 12,121 shares of Schwab Fundamental International Small Company Index ETF worth $562K as of Q1 2026.
  • Golden Bell Financial Planning sold 131 Schwab Fundamental International Small Company Index ETF shares in Q1 2026, an estimated $6.21K.
  • Schwab Fundamental International Small Company Index ETF made up 0.45% of Golden Bell Financial Planning's portfolio in Q1 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 6 quarters since.
  • Golden Bell Financial Planning's Schwab Fundamental International Small Company Index ETF position peaked at $614K in Q2 2025.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.