Root Financial Partners’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Root Financial Partners’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	$194K	Buy	+3,886	New	+$195K	0.01%	456
2026 Q2	–	Sell	-2,680	Closed	-$124K	–	1411
2026 Q1	$124K	Sell	2,680 -220	-8%	-$10.4K	0.01%	487
2025 Q4	$129K	Buy	2,900 +642	+28%	+$28.5K	0.01%	385
2025 Q3	$101K	Buy	+2,258	New	+$98.1K	0.01%	450

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Capitolis Liquid Global Markets New York $22.4B AUM 40.52% 1-Year Est. Return

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

Root Financial Partners's FNDC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2026: 3,886 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FNDC as recently as Q1 2026.

Root Financial Partners first reported a position in FNDC in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

Root Financial Partners held 3,886 shares of Schwab Fundamental International Small Company Index ETF worth $194K as of Q3 2026.
Schwab Fundamental International Small Company Index ETF was a new Root Financial Partners position in Q3 2026.
Schwab Fundamental International Small Company Index ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #456 holding.
Root Financial Partners first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2025 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.