WWG
FNDC icon

West Wealth Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

West Wealth Group’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 		$402K Buy
+8,669
New +$411K 0.08% 89

Other funds holding FNDC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 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 $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

West Wealth Group's FNDC Position: Q1 2026 in Review

West Wealth Group opened a new position in Schwab Fundamental International Small Company Index ETF (FNDC) in Q1 2026: 8,669 shares worth $402K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

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

  • West Wealth Group held 8,669 shares of Schwab Fundamental International Small Company Index ETF worth $402K as of Q1 2026.
  • Schwab Fundamental International Small Company Index ETF was a new West Wealth Group position in Q1 2026.
  • Schwab Fundamental International Small Company Index ETF made up 0.08% of West Wealth Group's portfolio in Q1 2026, its #89 holding.
  • 296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.