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Atria Wealth Solutions’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.51M Buy
87,555
+10,936
+14% +$297K 0.06% 358
2025
Q1 		$2.1M Buy
76,619
+9,103
+13% +$266K 0.03% 618
2024
Q4 		$2.01M Buy
67,516
+2,668
+4% +$81.5K 0.02% 640
2024
Q3 		$1.93M Buy
64,848
+8,676
+15% +$249K 0.02% 651
2024
Q2 		$1.55M Buy
56,172
+18,690
+50% +$516K 0.02% 723
2024
Q1 		$1.07M Buy
+37,482
New +$1.02M 0.01% 880
2023
Q2 		– Sell
-10,182
Closed -$248K – 1912
2023
Q1 		$248K Buy
10,182
+434
+4% +$10.8K ﹤0.01% 1533
2022
Q4 		$228K Buy
+9,748
New +$229K ﹤0.01% 1528
2022
Q2 		– Sell
-8,606
Closed -$230K – 1727
2022
Q1 		$230K Buy
+8,606
New +$228K ﹤0.01% 1487

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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 $386M AUM 17.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's FNDA Position: Q2 2025 in Review

Atria Wealth Solutions increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 14% in Q2 2025, buying an estimated $297K and bringing the position to 87,555 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #358.

Atria Wealth Solutions first reported a position in FNDA in Q1 2022 and has held it in 9 quarters since. 425 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • Atria Wealth Solutions held 87,555 shares of Schwab Fundamental US Small Company Index ETF worth $2.51M as of Q2 2025.
  • Atria Wealth Solutions bought 10,936 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $297K.
  • Schwab Fundamental US Small Company Index ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #358 holding.
  • Atria Wealth Solutions first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and has held it in 9 quarters since.
  • 425 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.