Golden State Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Golden State Wealth 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	-48	Closed	-$1.52K	–	1662
2025 Q4	$1.52K	Hold	48	–	–	﹤0.01%	1437
2025 Q3	$1.5K	Hold	48	–	–	﹤0.01%	1441
2025 Q2	$1.38K	Hold	48	–	–	﹤0.01%	1401
2025 Q1	$1.31K	Sell	48 -462	-91%	-$13.5K	﹤0.01%	1386
2024 Q4	$15.1K	Buy	+510	New	+$15.6K	﹤0.01%	840
2020 Q1	–	Sell	-47,314	Closed	-$952K	–	979
2019 Q4	$952K	Buy	47,314 +47,290	+197,042%	+$919K	0.18%	27
2019 Q3	$0	Buy	+24	New	+$449	﹤0.01%	1084
2019 Q2	–	Sell	-426	Closed	-$8K	–	1092
2019 Q1	$8K	Buy	+426	New	+$7.82K	﹤0.01%	808

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

Golden State Wealth Management's FNDA Position: Q1 2026 in Review

Golden State Wealth Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 48 shares — an estimated $1.52K sold.

Golden State Wealth Management first reported a position in FNDA in Q1 2019 and held it in 8 quarters. The position peaked at $952K in Q4 2019. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Golden State Wealth Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 48 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $1.52K.
Golden State Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2019 and held it in 8 quarters.
Golden State Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $952K in Q4 2019.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.