Nations Financial Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Nations Financial Group’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 Q3	–	Sell	-5,976	Closed	-$290K	–	799
2026 Q2	$290K	Hold	5,976	–	–	0.01%	651
2026 Q1	$277K	Hold	5,976	–	–	0.01%	665
2025 Q4	$266K	Hold	5,976	–	–	0.01%	656
2025 Q3	$266K	Hold	5,976	–	–	0.02%	615
2025 Q2	$251K	Sell	5,976 -25	-0.4%	-$969	0.02%	594
2025 Q1	$217K	Hold	6,001	–	–	0.02%	593
2024 Q4	$205K	Hold	6,001	–	–	0.02%	636
2024 Q3	$229K	Hold	6,001	–	–	0.02%	620
2024 Q2	$209K	Buy	6,001 +191	+3%	+$6.73K	0.02%	602
2024 Q1	$206K	Sell	5,810 -24	-0.4%	-$825	0.02%	596
2023 Q4	$203K	Buy	+5,834	New	+$190K	0.02%	592

Other funds holding FNDC

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nations Financial Group's FNDC Position: Q3 2026 in Review

Nations Financial Group sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2026, closing a stake of 5,976 shares — an estimated $290K sold.

Nations Financial Group first reported a position in FNDC in Q4 2023 and held it in 11 quarters. The position peaked at $290K in Q2 2026. 208 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

Nations Financial Group reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2026 after selling out during the quarter.
Nations Financial Group sold 5,976 Schwab Fundamental International Small Company Index ETF shares in Q3 2026, an estimated $290K.
Nations Financial Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and held it in 11 quarters.
Nations Financial Group's Schwab Fundamental International Small Company Index ETF position peaked at $290K in Q2 2026.
208 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.