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FNDC icon

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
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% +$5.05K 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

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Focus Partners Wealth
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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Stone Summit Wealth's FNDC Position: Q1 2026 in Review

Stone Summit Wealth reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 1.5% in Q1 2026, selling an estimated $3.22K and leaving 4,444 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #142.

Stone Summit Wealth first reported a position in FNDC in Q4 2021 and has held it in 18 quarters since. The position peaked at $359K in Q1 2024. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Stone Summit Wealth held 4,444 shares of Schwab Fundamental International Small Company Index ETF worth $206K as of Q1 2026.
  • Stone Summit Wealth sold 68 Schwab Fundamental International Small Company Index ETF shares in Q1 2026, an estimated $3.22K.
  • Schwab Fundamental International Small Company Index ETF made up 0.06% of Stone Summit Wealth's portfolio in Q1 2026, its #142 holding.
  • Stone Summit Wealth first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Schwab Fundamental International Small Company Index ETF position peaked at $359K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.