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
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 $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group's FNDA Position: Q1 2026 in Review

Empower Advisory Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 11% in Q1 2026, selling an estimated $41.2K and leaving 10,352 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Empower Advisory Group first reported a position in FNDA in Q1 2023 and has held it in 11 quarters since. The position peaked at $804K in Q3 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Empower Advisory Group held 10,352 shares of Schwab Fundamental US Small Company Index ETF worth $336K as of Q1 2026.
  • Empower Advisory Group sold 1,231 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $41.2K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #391 holding.
  • Empower Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 11 quarters since.
  • Empower Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $804K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.