Empower Advisory Group
FNDA icon

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
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% +$47.3K ﹤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

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

Empower Advisory Group's FNDA Position: Q2 2026 in Review

Empower Advisory Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 25% in Q2 2026, selling an estimated $93.6K and leaving 7,727 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Empower Advisory Group first reported a position in FNDA in Q1 2023 and has held it in 12 quarters since. The position peaked at $804K in Q3 2025. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Empower Advisory Group held 7,727 shares of Schwab Fundamental US Small Company Index ETF worth $294K as of Q2 2026.
  • Empower Advisory Group sold 2,625 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $93.6K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #444 holding.
  • Empower Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 12 quarters since.
  • Empower Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $804K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.