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

Lowe 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
2025 Q3	$1.42K	Buy	+32	New	+$1.39K	﹤0.01%	351
2024 Q2	–	Sell	-35	Closed	-$1.24K	–	317
2024 Q1	$1.24K	Hold	35	–	–	﹤0.01%	275
2023 Q4	$1.22K	Hold	35	–	–	﹤0.01%	282
2023 Q3	$1.13K	Sell	35 -101	-74%	-$3.38K	﹤0.01%	275
2023 Q2	$4.51K	Hold	136	–	–	﹤0.01%	272
2023 Q1	$4.51K	Hold	136	–	–	﹤0.01%	260
2022 Q4	$4.25K	Hold	136	–	–	﹤0.01%	266
2022 Q3	$4K	Hold	136	–	–	﹤0.01%	256
2022 Q2	$4K	Hold	136	–	–	﹤0.01%	242
2022 Q1	$5K	Buy	+136	New	+$4.89K	﹤0.01%	240

Other funds holding FNDC

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 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 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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

Lowe Wealth Advisors's FNDC Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2025: 32 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in FNDC as recently as Q1 2024.

Lowe Wealth Advisors first reported a position in FNDC in Q1 2022 and has held it in 10 quarters since. The position peaked at $5K in Q1 2022. 261 funds tracked by Wall St. Rank hold FNDC as of Q3 2025.

Lowe Wealth Advisors held 32 shares of Schwab Fundamental International Small Company Index ETF worth $1.42K as of Q3 2025.
Schwab Fundamental International Small Company Index ETF was a new Lowe Wealth Advisors position in Q3 2025.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #351 holding.
Lowe Wealth Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2022 and has held it in 10 quarters since.
Lowe Wealth Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $5K in Q1 2022.
261 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.