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Kathleen S. Wright Associates’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$7.03K Hold
158
– – ﹤0.01% 218
2025
Q2 		$6.64K Hold
158
– – ﹤0.01% 226
2025
Q1 		$5.72K Hold
158
– – ﹤0.01% 234
2024
Q4 		$5.39K Hold
158
– – ﹤0.01% 237
2024
Q3 		$6.03K Buy
+158
New +$5.72K ﹤0.01% 264

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Kathleen S. Wright Associates's FNDC Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q3 2025 at 158 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Kathleen S. Wright Associates first reported a position in FNDC in Q3 2024 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold FNDC as of Q3 2025.

  • Kathleen S. Wright Associates held 158 shares of Schwab Fundamental International Small Company Index ETF worth $7.03K as of Q3 2025.
  • Kathleen S. Wright Associates left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q3 2025.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #218 holding.
  • Kathleen S. Wright Associates first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2024 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.