Guardian Wealth Advisors (North Carolina)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q3	–	Sell	-334	Closed	-$9.57K	–	409
2025 Q2	$9.57K	Sell	334 -770	-70%	-$20.9K	﹤0.01%	484
2025 Q1	$30.2K	Buy	1,104 +748	+210%	+$21.9K	﹤0.01%	414
2024 Q4	$10.6K	Buy	+356	New	+$10.9K	﹤0.01%	441
2024 Q2	–	Sell	-482	Closed	-$13.7K	–	447
2024 Q1	$13.7K	Hold	482	–	–	﹤0.01%	376
2023 Q4	$13.3K	Hold	482	–	–	﹤0.01%	372
2023 Q3	$11.7K	Hold	482	–	–	﹤0.01%	354
2023 Q2	$12.2K	Hold	482	–	–	﹤0.01%	337
2023 Q1	$11.7K	Hold	482	–	–	﹤0.01%	332
2022 Q4	$11.3K	Hold	482	–	–	﹤0.01%	311
2022 Q3	$10K	Hold	482	–	–	﹤0.01%	289
2022 Q2	$11K	Buy	+482	New	+$11.9K	﹤0.01%	283

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s FNDA Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025, closing a stake of 334 shares — an estimated $9.57K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FNDA in Q2 2022 and held it in 11 quarters. The position peaked at $30.2K in Q1 2025. 447 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 334 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $9.57K.
Guardian Wealth Advisors (North Carolina) first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Schwab Fundamental US Small Company Index ETF position peaked at $30.2K in Q1 2025.
447 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.