CAMG
FNDA icon

CWA Asset Management Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

CWA Asset Management 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
2026
Q2 		$540K Buy
14,201
+86
+0.6% +$3.07K 0.02% 493
2026
Q1 		$458K Buy
14,115
+49
+0.3% +$1.64K 0.02% 505
2025
Q4 		$443K Buy
14,066
+739
+6% +$23K 0.02% 482
2025
Q3 		$415K Sell
13,327
-261
-2% -$7.93K 0.02% 498
2025
Q2 		$389K Buy
13,588
+357
+3% +$9.68K 0.02% 483
2025
Q1 		$362K Buy
+13,231
New +$387K 0.02% 476

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

CWA Asset Management Group's FNDA Position: Q2 2026 in Review

CWA Asset Management Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.61% in Q2 2026, buying an estimated $3.07K and bringing the position to 14,201 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #493.

CWA Asset Management Group first reported a position in FNDA in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • CWA Asset Management Group held 14,201 shares of Schwab Fundamental US Small Company Index ETF worth $540K as of Q2 2026.
  • CWA Asset Management Group bought 86 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $3.07K.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #493 holding.
  • CWA Asset Management Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.