Sandy Spring Bank’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Sandy Spring Bank’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	$4.92K	Hold	136	–	–	﹤0.01%	947
2024 Q4	$4.64K	Hold	136	–	–	﹤0.01%	981
2024 Q3	$5.19K	Sell	136 -1,344	-91%	-$48.7K	﹤0.01%	954
2024 Q2	$51.4K	Buy	1,480 +1,463	+8,606%	+$51.5K	﹤0.01%	578
2024 Q1	$603	Sell	17 -530	-97%	-$18.2K	﹤0.01%	1143
2023 Q4	$19.1K	Hold	547	–	–	﹤0.01%	713
2023 Q3	$17.6K	Hold	547	–	–	﹤0.01%	728
2023 Q2	$18.2K	Hold	547	–	–	﹤0.01%	734
2023 Q1	$18.1K	Hold	547	–	–	﹤0.01%	720
2022 Q4	$17.1K	Buy	+547	New	+$16.3K	﹤0.01%	728
2022 Q2	–	Sell	-274	Closed	-$10K	–	1145
2022 Q1	$10K	Buy	274 +73	+36%	+$2.63K	﹤0.01%	850
2021 Q4	$8K	Buy	201 +178	+774%	+$6.81K	﹤0.01%	946
2021 Q3	$1K	Buy	+23	New	+$909	﹤0.01%	1098

Other funds holding FNDC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $2.72B AUM 27.58% 1-Year Est. Return

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 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

Sandy Spring Bank's FNDC Position: Q1 2025 in Review

Sandy Spring Bank held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q1 2025 at 136 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Sandy Spring Bank first reported a position in FNDC in Q3 2021 and has held it in 13 quarters since. The position peaked at $51.4K in Q2 2024. 246 funds tracked by Wall St. Rank hold FNDC as of Q1 2025.

Sandy Spring Bank held 136 shares of Schwab Fundamental International Small Company Index ETF worth $4.92K as of Q1 2025.
Sandy Spring Bank left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q1 2025.
Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #947 holding.
Sandy Spring Bank first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2021 and has held it in 13 quarters since.
Sandy Spring Bank's Schwab Fundamental International Small Company Index ETF position peaked at $51.4K in Q2 2024.
246 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.