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

BXM Wealth’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	$324K	Buy	+8,505	New	+$303K	0.18%	125

Other funds holding FNDA

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

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

BXM Wealth's FNDA Position: Q2 2026 in Review

BXM Wealth opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 8,505 shares worth $324K. The stake represents 0.18% of the portfolio and ranks #125 among its holdings.

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

BXM Wealth held 8,505 shares of Schwab Fundamental US Small Company Index ETF worth $324K as of Q2 2026.
Schwab Fundamental US Small Company Index ETF was a new BXM Wealth position in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.18% of BXM Wealth's portfolio in Q2 2026, its #125 holding.
156 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.