Next Level Wealth Planning
FNDC icon

Next Level Wealth Planning’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Next Level Wealth Planning’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 		$3.54K Buy
+71
New +$3.56K ﹤0.01% 414

Other funds holding FNDC

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bell Investment Advisors
Bell Investment Advisors Oakland, California $684M AUM 11.43% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Next Level Wealth Planning's FNDC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2026: 71 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

178 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

  • Next Level Wealth Planning held 71 shares of Schwab Fundamental International Small Company Index ETF worth $3.54K as of Q3 2026.
  • Schwab Fundamental International Small Company Index ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #414 holding.
  • 178 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.