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Buck Wealth Strategies’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Buck Wealth Strategies’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 		$4.8K Buy
+126
New +$4.49K ﹤0.01% 733

Other funds holding FNDA

WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Buck Wealth Strategies's FNDA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 126 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings.

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

  • Buck Wealth Strategies held 126 shares of Schwab Fundamental US Small Company Index ETF worth $4.8K as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #733 holding.
  • 332 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.