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

Porter White 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
2026
Q2 		$390K Buy
8,031
+46
+0.6% +$2.27K 0.15% 35
2026
Q1 		$370K Buy
+7,985
New +$379K 0.15% 33

Other funds holding FNDC

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Porter White Investment Advisors's FNDC Position: Q2 2026 in Review

Porter White Investment Advisors increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.58% in Q2 2026, buying an estimated $2.27K and bringing the position to 8,031 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #35.

Porter White Investment Advisors first reported a position in FNDC in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Porter White Investment Advisors held 8,031 shares of Schwab Fundamental International Small Company Index ETF worth $390K as of Q2 2026.
  • Porter White Investment Advisors bought 46 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $2.27K.
  • Schwab Fundamental International Small Company Index ETF made up 0.15% of Porter White Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Porter White Investment Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.