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Wealthspire Advisors (New York)’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-249
Closed -$11.1K – 1692
2025
Q3 		$11.1K Buy
+249
New +$10.8K ﹤0.01% 1967

Other funds holding FNDC

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GIA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s FNDC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab Fundamental International Small Company Index ETF (FNDC) in Q4 2025, closing a stake of 249 shares — an estimated $11.1K sold.

Wealthspire Advisors (New York) first reported a position in FNDC in Q3 2025 and held it in 1 quarter. The position peaked at $11.1K in Q3 2025. 283 funds tracked by Wall St. Rank hold FNDC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schwab Fundamental International Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 249 Schwab Fundamental International Small Company Index ETF shares in Q4 2025, an estimated $11.1K.
  • Wealthspire Advisors (New York) first reported a position in Schwab Fundamental International Small Company Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Schwab Fundamental International Small Company Index ETF position peaked at $11.1K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.