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Horizon Investments’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Horizon Investments’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
-200
Closed -$6.23K – 1335
2025
Q3 		$6.23K Buy
+200
New +$6.07K ﹤0.01% 1056

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 $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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 $13.4B AUM 22.25% 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 $544M AUM 20.39% 1-Year Est. Return

Horizon Investments's FNDA Position: Q4 2025 in Review

Horizon Investments sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025, closing a stake of 200 shares — an estimated $6.23K sold.

Horizon Investments first reported a position in FNDA in Q3 2025 and held it in 1 quarter. The position peaked at $6.23K in Q3 2025. 459 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • Horizon Investments reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Horizon Investments sold 200 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $6.23K.
  • Horizon Investments first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and held it in 1 quarter.
  • Horizon Investments's Schwab Fundamental US Small Company Index ETF position peaked at $6.23K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on Horizon Investments's 13F filing for Q4 2025, filed 2 Feb 2026.