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Stone Summit Wealth’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Stone Summit Wealth’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 		$218K Sell
4,369
-10
-0.2% -$501 0.06% 134
2026
Q2 		$213K Sell
4,379
-65
-1% -$3.2K 0.05% 141
2026
Q1 		$206K Sell
4,444
-68
-2% -$3.22K 0.06% 142
2025
Q4 		$201K Sell
4,512
-1,166
-21% -$51.8K 0.05% 141
2025
Q3 		$253K Sell
5,678
-342
-6% -$14.9K 0.07% 133
2025
Q2 		$253K Sell
6,020
-1,025
-15% -$39.7K 0.08% 132
2025
Q1 		$255K Hold
7,045
– – 0.09% 133
2024
Q4 		$241K Sell
7,045
-1,263
-15% -$45.4K 0.08% 134
2024
Q3 		$317K Sell
8,308
-998
-11% -$36.1K 0.1% 120
2024
Q2 		$323K Sell
9,306
-820
-8% -$28.9K 0.12% 117
2024
Q1 		$359K Buy
10,126
+1,765
+21% +$60.7K 0.12% 117
2023
Q4 		$291K Sell
8,361
-592
-7% -$19.2K 0.11% 125
2023
Q3 		$288K Buy
8,953
+151
+2% +$5.06K 0.12% 120
2023
Q2 		$292K Sell
8,802
-63
-0.7% -$2.1K 0.12% 120
2023
Q1 		$294K Sell
8,865
-376
-4% -$12.3K 0.13% 114
2022
Q4 		$289K Sell
9,241
-1,458
-14% -$43.4K 0.14% 115
2022
Q3 		$291K Buy
10,699
+684
+7% +$20.8K 0.18% 105
2022
Q2 		$305K Buy
10,015
+1,477
+17% +$48.8K 0.18% 107
2022
Q1 		$307K Buy
8,538
+568
+7% +$20.4K 0.17% 116
2021
Q4 		$304K Buy
+7,970
New +$305K 0.25% 95

Other funds holding FNDC

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
PC
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
CFO
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
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
RLWM
RF&L Wealth Management Acton, Massachusetts $149M AUM 14.97% 1-Year Est. Return

Stone Summit Wealth's FNDC Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.23% in Q3 2026, selling an estimated $501 and leaving 4,369 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #134.

Stone Summit Wealth first reported a position in FNDC in Q4 2021 and has held it in 20 quarters since. The position peaked at $359K in Q1 2024. 66 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

  • Stone Summit Wealth held 4,369 shares of Schwab Fundamental International Small Company Index ETF worth $218K as of Q3 2026.
  • Stone Summit Wealth sold 10 Schwab Fundamental International Small Company Index ETF shares in Q3 2026, an estimated $501.
  • Schwab Fundamental International Small Company Index ETF made up 0.06% of Stone Summit Wealth's portfolio in Q3 2026, its #134 holding.
  • Stone Summit Wealth first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Schwab Fundamental International Small Company Index ETF position peaked at $359K in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.