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

ARS Wealth Advisors Group’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 		$209K Buy
+5,504
New +$196K 0.02% 216

Other funds holding FNDA

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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

ARS Wealth Advisors Group's FNDA Position: Q2 2026 in Review

ARS Wealth Advisors Group opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 5,504 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

192 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • ARS Wealth Advisors Group held 5,504 shares of Schwab Fundamental US Small Company Index ETF worth $209K as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new ARS Wealth Advisors Group position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #216 holding.
  • 192 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.