CIBC Private Wealth Group
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CIBC Private Wealth Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$810K Buy
25,708
+2,816
+12% +$87.8K ﹤0.01% 749
2025
Q3 		$713K Sell
22,892
-1,996
-8% -$60.6K ﹤0.01% 766
2025
Q2 		$713K Sell
24,888
-7,164
-22% -$194K ﹤0.01% 744
2025
Q1 		$764K Buy
32,052
+373
+1% +$10.9K ﹤0.01% 701
2024
Q4 		$940K Buy
31,679
+12,501
+65% +$382K ﹤0.01% 705
2024
Q3 		$571K Sell
19,178
-1,052
-5% -$30.2K ﹤0.01% 833
2024
Q2 		$552K Sell
20,230
-668
-3% -$18.4K ﹤0.01% 799
2024
Q1 		$590K Buy
20,898
+3,616
+21% +$98.6K ﹤0.01% 788
2023
Q4 		$478K Buy
17,282
+148
+0.9% +$3.67K ﹤0.01% 811
2023
Q3 		$415K Buy
+17,134
New +$437K ﹤0.01% 800
2018
Q3 		– Sell
-1,044
Closed -$21K – 1221
2018
Q2 		$21K Buy
+1,044
New +$20.4K ﹤0.01% 1388

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

CIBC Private Wealth Group's FNDA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 12% in Q4 2025, buying an estimated $87.8K and bringing the position to 25,708 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

CIBC Private Wealth Group first reported a position in FNDA in Q2 2018 and has held it in 11 quarters since. The position peaked at $940K in Q4 2024. 458 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • CIBC Private Wealth Group held 25,708 shares of Schwab Fundamental US Small Company Index ETF worth $810K as of Q4 2025.
  • CIBC Private Wealth Group bought 2,816 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $87.8K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #749 holding.
  • CIBC Private Wealth Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2018 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Schwab Fundamental US Small Company Index ETF position peaked at $940K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.