Heirloom Wealth Management
FNDC icon

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

Heirloom 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
Q2 		– Sell
-28,331
Closed -$1.31M – 66
2026
Q1 		$1.31M Buy
+28,331
New +$1.34M 0.24% 43

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Heirloom Wealth Management's FNDC Position: Q2 2026 in Review

Heirloom Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2026, closing a stake of 28,331 shares — an estimated $1.31M sold.

Heirloom Wealth Management first reported a position in FNDC in Q1 2026 and held it in 1 quarter. The position peaked at $1.31M in Q1 2026. 308 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Heirloom Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 28,331 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $1.31M.
  • Heirloom Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $1.31M in Q1 2026.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.