AWM
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Accredited Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Accredited 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 		$8.91K Buy
4,607
+4,321
+1,511% +$131K 0.01% 276
2025
Q2 		$8.19K Hold
286
– – 0.01% 283
2025
Q1 		$7.83K Hold
286
– – 0.01% 262
2024
Q4 		$8.49K Buy
+286
New +$8.73K 0.01% 262

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 $2.41B AUM 16.65% 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 $346M AUM 14.13% 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 $470M AUM 15.78% 1-Year Est. Return

Accredited Wealth Management's FNDA Position: Q3 2025 in Review

Accredited Wealth Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1,511% in Q3 2025, buying an estimated $131K and bringing the position to 4,607 shares worth $8.91K. The position accounts for 0.01% of the portfolio, ranked #276.

Accredited Wealth Management first reported a position in FNDA in Q4 2024 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

  • Accredited Wealth Management held 4,607 shares of Schwab Fundamental US Small Company Index ETF worth $8.91K as of Q3 2025.
  • Accredited Wealth Management bought 4,321 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $131K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #276 holding.
  • Accredited Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 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 Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.