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 $654B AUM 26.35% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

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

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

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return