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Sequoia Financial Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Sequoia Financial 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 		$591K Buy
12,166
+372
+3% +$18.3K ﹤0.01% 1247
2026
Q1 		$547K Buy
11,794
+1,170
+11% +$55.5K ﹤0.01% 1226
2025
Q4 		$473K Sell
10,624
-296
-3% -$13.2K ﹤0.01% 1310
2025
Q3 		$486K Buy
10,920
+743
+7% +$32.3K ﹤0.01% 1152
2025
Q2 		$428K Sell
10,177
-2,217
-18% -$86K ﹤0.01% 1079
2025
Q1 		$449K Buy
12,394
+1,253
+11% +$44.7K ﹤0.01% 896
2024
Q4 		$380K Buy
11,141
+1,397
+14% +$50.2K ﹤0.01% 916
2024
Q3 		$372K Buy
9,744
+1,872
+24% +$67.8K ﹤0.01% 871
2024
Q2 		$274K Buy
7,872
+1,039
+15% +$36.6K ﹤0.01% 929
2024
Q1 		$242K Sell
6,833
-538
-7% -$18.5K ﹤0.01% 958
2023
Q4 		$257K Sell
7,371
-649
-8% -$21.1K ﹤0.01% 994
2023
Q3 		$258K Buy
8,020
+779
+11% +$26.1K ﹤0.01% 747
2023
Q2 		$240K Buy
+7,241
New +$242K ﹤0.01% 783

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sequoia Financial Advisors's FNDC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 3.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 12,166 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Sequoia Financial Advisors first reported a position in FNDC in Q2 2023 and has held it in 13 quarters since. 307 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Sequoia Financial Advisors held 12,166 shares of Schwab Fundamental International Small Company Index ETF worth $591K as of Q2 2026.
  • Sequoia Financial Advisors bought 372 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $18.3K.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1247 holding.
  • Sequoia Financial Advisors first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 307 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.