West Wealth Group
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
Q3 		$434K Buy
8,706
+1
+0% +$50 0.07% 94
2026
Q2 		$423K Buy
8,705
+36
+0.4% +$1.77K 0.07% 96
2026
Q1 		$402K Buy
+8,669
New +$411K 0.08% 89

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Prairiewood Capital
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
Collective Family Office
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
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Shore Point Advisors
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
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
RF&L Wealth Management
RF&L Wealth Management Acton, Massachusetts $149M AUM 14.97% 1-Year Est. Return

West Wealth Group's FNDC Position: Q3 2026 in Review

West Wealth Group increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.01% in Q3 2026, buying an estimated $50 and bringing the position to 8,706 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #94.

West Wealth Group first reported a position in FNDC in Q1 2026 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

  • West Wealth Group held 8,706 shares of Schwab Fundamental International Small Company Index ETF worth $434K as of Q3 2026.
  • West Wealth Group bought 1 Schwab Fundamental International Small Company Index ETF share in Q3 2026, an estimated $50.
  • Schwab Fundamental International Small Company Index ETF made up 0.07% of West Wealth Group's portfolio in Q3 2026, its #94 holding.
  • West Wealth Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

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