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

Clearview Wealth Advisors’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	$497K	Buy	15,765 +147	+0.9%	+$4.58K	0.31%	58
2025 Q3	$487K	Buy	15,618 +791	+5%	+$24K	0.31%	62
2025 Q2	$425K	Buy	14,827 +792	+6%	+$21.5K	0.3%	66
2025 Q1	$384K	Buy	14,035 +318	+2%	+$9.3K	0.29%	67
2024 Q4	$407K	Buy	13,717 +239	+2%	+$7.3K	0.31%	63
2024 Q3	$401K	Buy	13,478 +1,308	+11%	+$37.6K	0.31%	61
2024 Q2	$334K	Buy	+12,170	New	+$336K	0.29%	71

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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 $13.4B AUM 22.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Clearview Wealth Advisors's FNDA Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.94% in Q4 2025, buying an estimated $4.58K and bringing the position to 15,765 shares worth $497K. The position accounts for 0.31% of the portfolio, ranked #58.

Clearview Wealth Advisors first reported a position in FNDA in Q2 2024 and has held it in 7 quarters since. 461 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

Clearview Wealth Advisors held 15,765 shares of Schwab Fundamental US Small Company Index ETF worth $497K as of Q4 2025.
Clearview Wealth Advisors bought 147 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $4.58K.
Schwab Fundamental US Small Company Index ETF made up 0.31% of Clearview Wealth Advisors's portfolio in Q4 2025, its #58 holding.
Clearview Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 7 quarters since.
461 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.