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

Golden State 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
Q1 		– Sell
-16
Closed -$737 – 1663
2025
Q4 		$737 Hold
16
– – ﹤0.01% 1553
2025
Q3 		$712 Hold
16
– – ﹤0.01% 1541
2025
Q2 		$673 Hold
16
– – ﹤0.01% 1472
2025
Q1 		$579 Sell
16
-187
-92% -$6.66K ﹤0.01% 1491
2024
Q4 		$6.93K Buy
+203
New +$7.29K ﹤0.01% 1045
2020
Q2 		– Sell
-6
Closed – – 491
2020
Q1 		$0 Buy
+6
New +$176 ﹤0.01% 980
2019
Q4 		– Sell
-15
Closed – – 357
2019
Q3 		$0 Buy
15
+9
+150% +$274 ﹤0.01% 1085
2019
Q2 		$0 Buy
+6
New +$186 ﹤0.01% 1093

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GIA
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EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 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 $178B AUM 37.23% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Golden State Wealth Management's FNDC Position: Q1 2026 in Review

Golden State Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2026, closing a stake of 16 shares — an estimated $737 sold.

Golden State Wealth Management first reported a position in FNDC in Q2 2019 and held it in 8 quarters. The position peaked at $6.93K in Q4 2024. 299 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Golden State Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 16 Schwab Fundamental International Small Company Index ETF shares in Q1 2026, an estimated $737.
  • Golden State Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2019 and held it in 8 quarters.
  • Golden State Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $6.93K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.