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Ameritas Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-1,684
Closed -$52.5K – 1346
2025
Q3 		$52.5K Sell
1,684
-2,793
-62% -$84.8K ﹤0.01% 1065
2025
Q2 		$128K Buy
+4,477
New +$121K 0.01% 884
2023
Q2 		– Sell
-4,012
Closed -$96.9K – 1250
2023
Q1 		$96.9K Buy
+4,012
New +$100K ﹤0.01% 1014

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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 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

Ameritas Advisory Services's FNDA Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025, closing a stake of 1,684 shares — an estimated $52.5K sold.

Ameritas Advisory Services first reported a position in FNDA in Q1 2023 and held it in 3 quarters. The position peaked at $128K in Q2 2025. 458 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,684 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $52.5K.
  • Ameritas Advisory Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Schwab Fundamental US Small Company Index ETF position peaked at $128K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.