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

EverSource Wealth Advisors’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
2025
Q4 		– Sell
-11,058
Closed -$345K – 4327
2025
Q3 		$345K Hold
11,058
– – 0.01% 661
2025
Q2 		$317K Buy
+11,058
New +$300K 0.01% 645
2025
Q1 		– Sell
-1,130
Closed -$33.6K – 4085
2024
Q4 		$33.6K Hold
1,130
– – ﹤0.01% 1367
2024
Q3 		$33.7K Hold
1,130
– – ﹤0.01% 1240
2024
Q2 		$33.9K Buy
1,130
+936
+482% +$25.8K ﹤0.01% 1273
2024
Q1 		$5.21K Sell
194
-294
-60% -$8.02K ﹤0.01% 2036
2023
Q4 		$13.5K Buy
488
+294
+152% +$7.29K ﹤0.01% 1423
2023
Q3 		$4.7K Buy
+194
New +$4.95K ﹤0.01% 1729

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
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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

EverSource Wealth Advisors's FNDA Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025, closing a stake of 11,058 shares — an estimated $345K sold.

EverSource Wealth Advisors first reported a position in FNDA in Q3 2023 and held it in 8 quarters. The position peaked at $345K in Q3 2025. 461 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 11,058 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $345K.
  • EverSource Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and held it in 8 quarters.
  • EverSource Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $345K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.