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

Curio 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 		– Sell
-29
Closed -$940 – 465
2026
Q1 		$940 Hold
29
– – ﹤0.01% 394
2025
Q4 		$932 Hold
29
– – ﹤0.01% 377
2025
Q3 		$904 Buy
+29
New +$881 ﹤0.01% 253

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

Curio Wealth's FNDA Position: Q2 2026 in Review

Curio Wealth sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 29 shares — an estimated $940 sold.

Curio Wealth first reported a position in FNDA in Q3 2025 and held it in 3 quarters. The position peaked at $940 in Q1 2026. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Curio Wealth reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 29 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $940.
  • Curio Wealth first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and held it in 3 quarters.
  • Curio Wealth's Schwab Fundamental US Small Company Index ETF position peaked at $940 in Q1 2026.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.