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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
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

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RLWM
RF&L Wealth Management Acton, Massachusetts $148M AUM 23.72% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Nations Financial Group's FNDC Position: Q2 2026 in Review

Nations Financial Group held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q2 2026 at 5,976 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #651.

Nations Financial Group first reported a position in FNDC in Q4 2023 and has held it in 11 quarters since. 90 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Nations Financial Group held 5,976 shares of Schwab Fundamental International Small Company Index ETF worth $290K as of Q2 2026.
  • Nations Financial Group left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental International Small Company Index ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #651 holding.
  • Nations Financial Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 90 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.