CWM
FNDA icon

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

Congress 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
2025
Q2 		$1.07M Sell
37,345
-1,117
-3% -$30.3K 0.01% 685
2025
Q1 		$1.06M Buy
+38,462
New +$1.13M 0.01% 620

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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Congress Wealth Management's FNDA Position: Q2 2025 in Review

Congress Wealth Management reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 2.9% in Q2 2025, selling an estimated $30.3K and leaving 37,345 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #685.

Congress Wealth Management first reported a position in FNDA in Q1 2025 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • Congress Wealth Management held 37,345 shares of Schwab Fundamental US Small Company Index ETF worth $1.07M as of Q2 2025.
  • Congress Wealth Management sold 1,117 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $30.3K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #685 holding.
  • Congress Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.