Arkadios Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Arkadios Wealth Advisors’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 Q2	$273K	Sell	7,165 -244	-3%	-$8.7K	﹤0.01%	1455
2026 Q1	$240K	Buy	+7,409	New	+$248K	﹤0.01%	1478
2021 Q4	–	Sell	-128	Closed	-$3K	–	1000
2021 Q3	$3K	Hold	128	–	–	﹤0.01%	1702
2021 Q2	$3K	Hold	128	–	–	﹤0.01%	1813
2021 Q1	$3K	Hold	128	–	–	﹤0.01%	1461
2020 Q4	$2K	Hold	128	–	–	﹤0.01%	1250
2020 Q3	$2.27K	Hold	128	–	–	﹤0.01%	931
2020 Q2	$2.01K	Hold	128	–	–	﹤0.01%	870
2020 Q1	$1.66K	Hold	128	–	–	﹤0.01%	932
2019 Q4	$2.58K	Buy	+128	New	+$2.49K	﹤0.01%	791

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Arkadios Wealth Advisors's FNDA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3.3% in Q2 2026, selling an estimated $8.7K and leaving 7,165 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Arkadios Wealth Advisors first reported a position in FNDA in Q4 2019 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Arkadios Wealth Advisors held 7,165 shares of Schwab Fundamental US Small Company Index ETF worth $273K as of Q2 2026.
Arkadios Wealth Advisors sold 244 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $8.7K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1455 holding.
Arkadios Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and has held it in 10 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.