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SYM Financial Corp’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-499
Closed -$21K – 432
2025
Q2 		$21K Buy
+499
New +$19.4K ﹤0.01% 383
2025
Q1 		– Sell
-252
Closed -$8.6K – 365
2024
Q4 		$8.6K Hold
252
– – ﹤0.01% 314
2024
Q3 		$9.61K Hold
252
– – ﹤0.01% 254
2024
Q2 		$8.76K Buy
+252
New +$8.88K ﹤0.01% 242
2023
Q3 		– Sell
-18
Closed -$597 – 189
2023
Q2 		$597 Buy
+18
New +$601 ﹤0.01% 121

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

SYM Financial Corp's FNDC Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2025, closing a stake of 499 shares — an estimated $21K sold.

SYM Financial Corp first reported a position in FNDC in Q2 2023 and held it in 5 quarters. The position peaked at $21K in Q2 2025. 261 funds tracked by Wall St. Rank hold FNDC as of Q3 2025.

  • SYM Financial Corp reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 499 Schwab Fundamental International Small Company Index ETF shares in Q3 2025, an estimated $21K.
  • SYM Financial Corp first reported a position in Schwab Fundamental International Small Company Index ETF in Q2 2023 and held it in 5 quarters.
  • SYM Financial Corp's Schwab Fundamental International Small Company Index ETF position peaked at $21K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.