Financial Gravity Asset Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Financial Gravity Asset Management’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	–	Sell	-38	Closed	-$1.2K	–	952
2025 Q4	$1.2K	Hold	38	–	–	﹤0.01%	624
2025 Q3	$1.18K	Buy	+38	New	+$1.15K	﹤0.01%	795
2025 Q1	$1.04K	Buy	+38	New	+$1.11K	﹤0.01%	876
2024 Q2	–	Hold	0	–	–	–	252

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's FNDA Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 38 shares — an estimated $1.2K sold.

Financial Gravity Asset Management first reported a position in FNDA in Q1 2025 and held it in 3 quarters. The position peaked at $1.2K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Financial Gravity Asset Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 38 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $1.2K.
Financial Gravity Asset Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and held it in 3 quarters.
Financial Gravity Asset Management's Schwab Fundamental US Small Company Index ETF position peaked at $1.2K in Q4 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.