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Synergy Investment Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Synergy Investment Management’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 		$9.92K Buy
+214
New +$10.1K ﹤0.01% 495

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GIA
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EWA
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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

Synergy Investment Management's FNDC Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2026: 214 shares worth $9.92K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings.

296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

  • Synergy Investment Management held 214 shares of Schwab Fundamental International Small Company Index ETF worth $9.92K as of Q1 2026.
  • Schwab Fundamental International Small Company Index ETF was a new Synergy Investment Management position in Q1 2026.
  • Schwab Fundamental International Small Company Index ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #495 holding.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.