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Moller Wealth Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Moller Wealth Partners’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 		$5.44M Buy
112,018
+4,906
+5% +$242K 0.98% 26
2026
Q1 		$4.97M Buy
107,112
+115
+0.1% +$5.45K 0.98% 25
2025
Q4 		$4.77M Buy
106,997
+126
+0.1% +$5.6K 1% 24
2025
Q3 		$4.76M Sell
106,871
-1,895
-2% -$82.4K 0.99% 24
2025
Q2 		$4.57M Buy
108,766
+6,800
+7% +$264K 1.01% 24
2025
Q1 		$3.69M Buy
101,966
+12,750
+14% +$454K 0.91% 26
2024
Q4 		$3.05M Buy
89,216
+699
+0.8% +$25.1K 0.8% 26
2024
Q3 		$3.38M Buy
88,517
+515
+0.6% +$18.6K 0.84% 26
2024
Q2 		$3.06M Buy
88,002
+691
+0.8% +$24.3K 0.82% 26
2024
Q1 		$3.1M Buy
87,311
+1,056
+1% +$36.3K 0.84% 26
2023
Q4 		$3.01M Buy
86,255
+6,099
+8% +$198K 0.85% 26
2023
Q3 		$2.58M Sell
80,156
-256
-0.3% -$8.57K 0.82% 26
2023
Q2 		$2.67M Sell
80,412
-351
-0.4% -$11.7K 0.82% 26
2023
Q1 		$2.68M Buy
80,763
+1,368
+2% +$44.9K 0.83% 26
2022
Q4 		$2.48M Buy
79,395
+6,551
+9% +$195K 0.8% 26
2022
Q3 		$1.98M Buy
72,844
+4,052
+6% +$123K 0.71% 26
2022
Q2 		$2.09M Buy
68,792
+4,860
+8% +$161K 0.71% 26
2022
Q1 		$2.26M Buy
63,932
+4,794
+8% +$172K 0.7% 26
2021
Q4 		$2.21M Buy
59,138
+7,201
+14% +$276K 0.71% 25
2021
Q3 		$2.01M Sell
51,937
-1,075
-2% -$42.5K 0.66% 25
2021
Q2 		$2.08M Buy
53,012
+1,358
+3% +$53.5K 0.68% 25
2021
Q1 		$1.94M Buy
51,654
+11,350
+28% +$416K 0.67% 25
2020
Q4 		$1.4M Buy
40,304
+2,262
+6% +$73.1K 0.58% 27
2020
Q3 		$1.14M Buy
38,042
+687
+2% +$20.1K 0.51% 26
2020
Q2 		$1.03M Buy
37,355
+4,648
+14% +$122K 0.45% 26
2020
Q1 		$768K Buy
32,707
+5,145
+19% +$151K 0.4% 29
2019
Q4 		$916K Buy
27,562
+3,905
+17% +$126K 0.41% 31
2019
Q3 		$727K Buy
23,657
+5,896
+33% +$180K 0.35% 31
2019
Q2 		$554K Buy
+17,761
New +$552K 0.28% 35

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

Moller Wealth Partners's FNDC Position: Q2 2026 in Review

Moller Wealth Partners increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 4.6% in Q2 2026, buying an estimated $242K and bringing the position to 112,018 shares worth $5.44M. The position accounts for 0.98% of the portfolio, ranked #26.

Moller Wealth Partners first reported a position in FNDC in Q2 2019 and has held it in 29 quarters since. 305 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Moller Wealth Partners held 112,018 shares of Schwab Fundamental International Small Company Index ETF worth $5.44M as of Q2 2026.
  • Moller Wealth Partners bought 4,906 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $242K.
  • Schwab Fundamental International Small Company Index ETF made up 0.98% of Moller Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Moller Wealth Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2019 and has held it in 29 quarters since.
  • 305 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.