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Ground Swell Capital’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Ground Swell Capital’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
-16,428
Closed -$512K – 121
2025
Q3 		$512K Buy
+16,428
New +$499K 1.12% 24

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ground Swell Capital's FNDA Position: Q4 2025 in Review

Ground Swell Capital sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025, closing a stake of 16,428 shares — an estimated $512K sold.

Ground Swell Capital first reported a position in FNDA in Q3 2025 and held it in 1 quarter. The position peaked at $512K in Q3 2025. 458 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • Ground Swell Capital reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Ground Swell Capital sold 16,428 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $512K.
  • Ground Swell Capital first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and held it in 1 quarter.
  • Ground Swell Capital's Schwab Fundamental US Small Company Index ETF position peaked at $512K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.