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MassMutual Private Wealth & Trust’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-34
Closed -$1.16K – 2398
2024
Q4 		$1.16K Buy
+34
New +$1.22K ﹤0.01% 1988

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's FNDC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2025, closing a stake of 34 shares — an estimated $1.16K sold.

MassMutual Private Wealth & Trust first reported a position in FNDC in Q4 2024 and held it in 1 quarter. The position peaked at $1.16K in Q4 2024. 246 funds tracked by Wall St. Rank hold FNDC as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 34 Schwab Fundamental International Small Company Index ETF shares in Q1 2025, an estimated $1.16K.
  • MassMutual Private Wealth & Trust first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Schwab Fundamental International Small Company Index ETF position peaked at $1.16K in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.