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Wealth Forward LLC’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Wealth Forward LLC’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 		$4.57M Buy
+91,808
New +$4.6M 2.07% 12

Other funds holding FNDC

GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BCG
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
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Forward LLC's FNDC Position: Q3 2026 in Review

Wealth Forward LLC opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q3 2026: 91,808 shares worth $4.57M. The stake represents 2.07% of the portfolio and ranks #12 among its holdings.

50 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

  • Wealth Forward LLC held 91,808 shares of Schwab Fundamental International Small Company Index ETF worth $4.57M as of Q3 2026.
  • Schwab Fundamental International Small Company Index ETF was a new Wealth Forward LLC position in Q3 2026.
  • Schwab Fundamental International Small Company Index ETF made up 2.07% of Wealth Forward LLC's portfolio in Q3 2026, its #12 holding.
  • 50 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.