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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
Q2 		– Sell
-214
Closed -$9.92K – 1118
2026
Q1 		$9.92K Buy
+214
New +$10.1K ﹤0.01% 495

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 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

Synergy Investment Management's FNDC Position: Q2 2026 in Review

Synergy Investment Management sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q2 2026, closing a stake of 214 shares — an estimated $9.92K sold.

Synergy Investment Management first reported a position in FNDC in Q1 2026 and held it in 1 quarter. The position peaked at $9.92K in Q1 2026. 307 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

  • Synergy Investment Management reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 214 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $9.92K.
  • Synergy Investment Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Schwab Fundamental International Small Company Index ETF position peaked at $9.92K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.