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Global Wealth Strategies & Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-335
Closed -$10.9K – 212
2026
Q1 		$10.9K Buy
335
+1
+0.3% +$33 ﹤0.01% 305
2025
Q4 		$10.5K Sell
334
-82
-20% -$2.56K ﹤0.01% 304
2025
Q3 		$13K Buy
416
+34
+9% +$1.03K ﹤0.01% 260
2025
Q2 		$10.9K Buy
382
+1
+0.3% +$27 ﹤0.01% 215
2025
Q1 		$10.4K Sell
381
-265
-41% -$7.75K ﹤0.01% 257
2024
Q4 		$19.2K Buy
646
+2
+0.3% +$61 0.01% 168
2024
Q3 		$19.2K Hold
644
– – 0.01% 146
2024
Q2 		$17.7K Hold
644
– – 0.01% 133
2024
Q1 		$18.4K Hold
644
– – 0.01% 135
2023
Q4 		$17.8K Hold
644
– – 0.01% 128
2023
Q3 		$15.6K Hold
644
– – 0.01% 130
2023
Q2 		$16.2K Sell
644
-38
-6% -$912 0.01% 127
2023
Q1 		$16.6K Buy
682
+38
+6% +$949 0.01% 127
2022
Q4 		$15K Buy
+644
New +$15.2K 0.01% 123

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

Global Wealth Strategies & Associates's FNDA Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 335 shares — an estimated $10.9K sold.

Global Wealth Strategies & Associates first reported a position in FNDA in Q4 2022 and held it in 14 quarters. The position peaked at $19.2K in Q4 2024. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 335 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $10.9K.
  • Global Wealth Strategies & Associates first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Schwab Fundamental US Small Company Index ETF position peaked at $19.2K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.