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Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$5.24K Buy
+113
New +$5.36K ﹤0.01% 565
2025
Q3 		– Sell
-113
Closed -$4.75K – 410
2025
Q2 		$4.75K Sell
113
-8
-7% -$310 ﹤0.01% 510
2025
Q1 		$4.38K Hold
121
– – ﹤0.01% 489
2024
Q4 		$4.13K Buy
+121
New +$4.34K ﹤0.01% 470

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 $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
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

Guardian Wealth Advisors (North Carolina)'s FNDC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2026: 113 shares worth $5.24K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FNDC as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FNDC in Q4 2024 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 113 shares of Schwab Fundamental International Small Company Index ETF worth $5.24K as of Q1 2026.
  • Schwab Fundamental International Small Company Index ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #565 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.