Hamilton Point Investment Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Hamilton Point Investment 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	$17.9K	Hold	387	–	–	﹤0.01%	176
2025 Q4	$17.2K	Hold	387	–	–	﹤0.01%	177
2025 Q3	$17.2K	Hold	387	–	–	﹤0.01%	152
2025 Q2	$16.3K	Hold	387	–	–	﹤0.01%	152
2025 Q1	$14K	Hold	387	–	–	﹤0.01%	147
2024 Q4	$13.2K	Hold	387	–	–	﹤0.01%	145
2024 Q3	$14.8K	Hold	387	–	–	﹤0.01%	151
2024 Q2	$13.6K	Hold	387	–	–	﹤0.01%	138
2024 Q1	$13.7K	Hold	387	–	–	﹤0.01%	142
2023 Q4	$13.5K	Buy	+387	New	+$12.6K	﹤0.01%	145

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

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

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

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

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

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return