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Kingswood Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Kingswood Wealth 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
Q2 		$780K Buy
16,065
+800
+5% +$39.4K 0.03% 481
2026
Q1 		$708K Buy
15,265
+137
+0.9% +$6.49K 0.03% 457
2025
Q4 		$674K Sell
15,128
-969
-6% -$43.1K 0.03% 440
2025
Q3 		$716K Sell
16,097
-118
-0.7% -$5.13K 0.04% 385
2025
Q2 		$682K Buy
16,215
+1,045
+7% +$40.5K 0.05% 341
2025
Q1 		$549K Buy
15,170
+250
+2% +$8.91K 0.05% 367
2024
Q4 		$509K Buy
+14,920
New +$536K 0.04% 437

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kingswood Wealth Advisors's FNDC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 5.2% in Q2 2026, buying an estimated $39.4K and bringing the position to 16,065 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #481.

Kingswood Wealth Advisors first reported a position in FNDC in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Kingswood Wealth Advisors held 16,065 shares of Schwab Fundamental International Small Company Index ETF worth $780K as of Q2 2026.
  • Kingswood Wealth Advisors bought 800 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $39.4K.
  • Schwab Fundamental International Small Company Index ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #481 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 304 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.