Empower Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Empower Advisory 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 Q3	$289K	Buy	8,247 +520	+7%	+$19.3K	﹤0.01%	448
2026 Q2	$294K	Sell	7,727 -2,625	-25%	-$93.6K	﹤0.01%	444
2026 Q1	$336K	Sell	10,352 -1,231	-11%	-$41.2K	﹤0.01%	391
2025 Q4	$365K	Sell	11,583 -14,227	-55%	-$444K	﹤0.01%	378
2025 Q3	$804K	Buy	25,810 +14,763	+134%	+$448K	﹤0.01%	274
2025 Q2	$316K	Buy	+11,047	New	+$300K	﹤0.01%	399
2025 Q1	–	Sell	-10,189	Closed	-$303K	–	502
2024 Q4	$303K	Sell	10,189 -1,773	-15%	-$54.2K	﹤0.01%	407
2024 Q3	$356K	Buy	11,962 +1,644	+16%	+$47.2K	﹤0.01%	370
2024 Q2	$283K	Buy	10,318 +1,680	+19%	+$46.3K	﹤0.01%	410
2024 Q1	$246K	Sell	8,638 -3,174	-27%	-$86.5K	﹤0.01%	452
2023 Q4	$327K	Buy	+11,812	New	+$293K	﹤0.01%	376
2023 Q3	–	Sell	-11,354	Closed	-$286K	–	472
2023 Q2	$286K	Sell	11,354 -1,200	-10%	-$28.8K	﹤0.01%	397
2023 Q1	$305K	Buy	+12,554	New	+$314K	﹤0.01%	380

Other funds holding FNDA

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empower Advisory Group's FNDA Position: Q3 2026 in Review

Empower Advisory Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.7% in Q3 2026, buying an estimated $19.3K and bringing the position to 8,247 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Empower Advisory Group first reported a position in FNDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $804K in Q3 2025. 429 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Empower Advisory Group held 8,247 shares of Schwab Fundamental US Small Company Index ETF worth $289K as of Q3 2026.
Empower Advisory Group bought 520 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $19.3K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q3 2026, its #448 holding.
Empower Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $804K in Q3 2025.
429 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.