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Archer Investment Corporation’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Archer Investment Corporation’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
2026
Q1 		$8.26K Buy
255
+1
+0.4% +$33 ﹤0.01% 820
2025
Q4 		$8.01K Buy
254
+1
+0.4% +$31 ﹤0.01% 763
2025
Q3 		$7.89K Buy
253
+1
+0.4% +$30 ﹤0.01% 763
2025
Q2 		$7.23K Hold
252
– – ﹤0.01% 766
2025
Q1 		$6.89K Buy
252
+1
+0.4% +$29 ﹤0.01% 759
2024
Q4 		$7.46K Buy
251
+1
+0.4% +$31 ﹤0.01% 757
2024
Q3 		$7.44K Buy
250
+2
+0.8% +$57 ﹤0.01% 740
2024
Q2 		$6.81K Sell
248
-556
-69% -$15.3K ﹤0.01% 735
2024
Q1 		$22.9K Buy
804
+556
+224% +$15.2K 0.01% 518
2023
Q4 		$6.86K Hold
248
– – ﹤0.01% 717
2023
Q3 		$6.01K Hold
248
– – ﹤0.01% 717
2023
Q2 		$6.26K Buy
+248
New +$5.95K ﹤0.01% 706

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archer Investment Corporation's FNDA Position: Q1 2026 in Review

Archer Investment Corporation increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.39% in Q1 2026, buying an estimated $33 and bringing the position to 255 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Archer Investment Corporation first reported a position in FNDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.9K in Q1 2024. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Archer Investment Corporation held 255 shares of Schwab Fundamental US Small Company Index ETF worth $8.26K as of Q1 2026.
  • Archer Investment Corporation bought 1 Schwab Fundamental US Small Company Index ETF share in Q1 2026, an estimated $33.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q1 2026, its #820 holding.
  • Archer Investment Corporation first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and has held it in 12 quarters since.
  • Archer Investment Corporation's Schwab Fundamental US Small Company Index ETF position peaked at $22.9K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.