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NBZ Investment Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

NBZ Investment Advisors’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
-14
Closed -$478 – 69
2024
Q4 		$478 Buy
+14
New +$503 ﹤0.01% 68

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

NBZ Investment Advisors's FNDC Position: Q1 2025 in Review

NBZ Investment Advisors sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2025, closing a stake of 14 shares — an estimated $478 sold.

NBZ Investment Advisors first reported a position in FNDC in Q4 2024 and held it in 1 quarter. The position peaked at $478 in Q4 2024. 246 funds tracked by Wall St. Rank hold FNDC as of Q1 2025.

  • NBZ Investment Advisors reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 14 Schwab Fundamental International Small Company Index ETF shares in Q1 2025, an estimated $478.
  • NBZ Investment Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2024 and held it in 1 quarter.
  • NBZ Investment Advisors's Schwab Fundamental International Small Company Index ETF position peaked at $478 in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2025.

Based on NBZ Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.