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Cassaday & Co Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cassaday & Co Wealth Management’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 		$24K Buy
630
+194
+44% +$6.92K ﹤0.01% 746
2026
Q1 		$14.1K Buy
+436
New +$14.6K ﹤0.01% 830

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
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
UBS Group
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

Cassaday & Co Wealth Management's FNDA Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 44% in Q2 2026, buying an estimated $6.92K and bringing the position to 630 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Cassaday & Co Wealth Management first reported a position in FNDA in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Cassaday & Co Wealth Management held 630 shares of Schwab Fundamental US Small Company Index ETF worth $24K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 194 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $6.92K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #746 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.