ULWM
FNDC icon

Upper Left Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Upper Left Wealth 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
Q3 		$574K Sell
11,511
-157
-1% -$7.86K 0.3% 49
2026
Q2 		$567K Sell
11,668
-133
-1% -$6.55K 0.31% 52
2026
Q1 		$547K Sell
11,801
-602
-5% -$28.5K 0.32% 51
2025
Q4 		$553K Hold
12,403
– – 0.34% 49
2025
Q3 		$552K Sell
12,403
-307
-2% -$13.3K 0.35% 49
2025
Q2 		$534K Buy
12,710
+768
+6% +$29.8K 0.36% 49
2025
Q1 		$432K Sell
11,942
-230
-2% -$8.2K 0.31% 51
2024
Q4 		$416K Hold
12,172
– – 0.36% 50
2024
Q3 		$453K Hold
12,172
– – 0.4% 47
2024
Q2 		$423K Buy
12,172
+3,439
+39% +$121K 0.38% 45
2024
Q1 		$310K Sell
8,733
-1,159
-12% -$39.8K 0.29% 50
2023
Q4 		$345K Buy
9,892
+363
+4% +$11.8K 0.34% 53
2023
Q3 		$306K Sell
9,529
-467
-5% -$15.6K 0.32% 52
2023
Q2 		$332K Sell
9,996
-370
-4% -$12.4K 0.37% 48
2023
Q1 		$343K Sell
10,366
-3,439
-25% -$113K 0.39% 46
2022
Q4 		$432K Buy
13,805
+290
+2% +$8.63K 0.51% 40
2022
Q3 		$375K Sell
13,515
-2,415
-15% -$73.5K 0.49% 39
2022
Q2 		$484K Sell
15,930
-445
-3% -$14.7K 0.56% 39
2022
Q1 		$585K Hold
16,375
– – 0.61% 38
2021
Q4 		$617K Buy
+16,375
New +$627K 0.62% 32

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
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Upper Left Wealth Management's FNDC Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 1.3% in Q3 2026, selling an estimated $7.86K and leaving 11,511 shares worth $574K. The position accounts for 0.3% of the portfolio, ranked #49.

Upper Left Wealth Management first reported a position in FNDC in Q4 2021 and has held it in 20 quarters since. The position peaked at $617K in Q4 2021. 58 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

  • Upper Left Wealth Management held 11,511 shares of Schwab Fundamental International Small Company Index ETF worth $574K as of Q3 2026.
  • Upper Left Wealth Management sold 157 Schwab Fundamental International Small Company Index ETF shares in Q3 2026, an estimated $7.86K.
  • Schwab Fundamental International Small Company Index ETF made up 0.3% of Upper Left Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Upper Left Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $617K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.