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

Iron Horse 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
2025 Q2	$20.4K	Hold	486	–	–	0.01%	211
2025 Q1	$17.6K	Hold	486	–	–	0.01%	216
2024 Q4	$16.6K	Hold	486	–	–	0.01%	202
2024 Q3	$18.5K	Hold	486	–	–	0.01%	189
2024 Q2	$16.9K	Buy	+486	New	+$17.1K	0.01%	176

Other funds holding FNDC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

GIA

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iron Horse Wealth Management's FNDC Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2025 at 486 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #211.

Iron Horse Wealth Management first reported a position in FNDC in Q2 2024 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold FNDC as of Q2 2025.

Iron Horse Wealth Management held 486 shares of Schwab Fundamental International Small Company Index ETF worth $20.4K as of Q2 2025.
Iron Horse Wealth Management left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2025.
Schwab Fundamental International Small Company Index ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #211 holding.
Iron Horse Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2024 and has held it in 5 quarters since.
254 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.