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Abich Financial Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Abich Financial Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.05K Buy
+162
New +$4.92K ﹤0.01% 510
2024
Q3 		– Sell
-48
Closed -$1.32K – 569
2024
Q2 		$1.32K Hold
48
– – ﹤0.01% 554
2024
Q1 		$1.37K Hold
48
– – ﹤0.01% 396
2023
Q4 		$1.33K Buy
+48
New +$1.19K ﹤0.01% 360

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Abich Financial Wealth Management's FNDA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025: 162 shares worth $5.05K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in FNDA as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in FNDA in Q4 2023 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

  • Abich Financial Wealth Management held 162 shares of Schwab Fundamental US Small Company Index ETF worth $5.05K as of Q3 2025.
  • Schwab Fundamental US Small Company Index ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #510 holding.
  • Abich Financial Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.