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

Meridian 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 Q4	–	Sell	-5,176	Closed	-$230K	–	762
2025 Q3	$230K	Sell	5,176 -770	-13%	-$33.5K	0.01%	638
2025 Q2	$250K	Hold	5,946	–	–	0.01%	592
2025 Q1	$215K	Sell	5,946 -7,800	-57%	-$278K	0.01%	591
2024 Q4	$469K	Sell	13,746 -3,853	-22%	-$138K	0.02%	423
2024 Q3	$671K	Buy	+17,599	New	+$637K	0.03%	360
2024 Q1	–	Sell	-80,618	Closed	-$2.81M	–	307
2023 Q4	$2.81M	Buy	+80,618	New	+$2.62M	0.18%	133

Other funds holding FNDC

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Meridian Wealth Management's FNDC Position: Q4 2025 in Review

Meridian Wealth Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2025, closing a stake of 5,176 shares — an estimated $230K sold.

Meridian Wealth Management first reported a position in FNDC in Q4 2023 and held it in 6 quarters. The position peaked at $2.81M in Q4 2023. 283 funds tracked by Wall St. Rank hold FNDC as of Q4 2025.

Meridian Wealth Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
Meridian Wealth Management sold 5,176 Schwab Fundamental International Small Company Index ETF shares in Q4 2025, an estimated $230K.
Meridian Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and held it in 6 quarters.
Meridian Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $2.81M in Q4 2023.
283 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.