IAG Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

IAG Wealth Partners’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	-42	Closed	-$1.31K	–	505
2025 Q3	$1.31K	Hold	42	–	–	﹤0.01%	474
2025 Q2	$1.2K	Hold	42	–	–	﹤0.01%	456
2025 Q1	$1.15K	Buy	+42	New	+$1.23K	﹤0.01%	465
2022 Q4	–	Sell	-198	Closed	-$4K	–	460
2022 Q3	$4K	Hold	198	–	–	﹤0.01%	358
2022 Q2	$4K	Hold	198	–	–	﹤0.01%	346
2022 Q1	$5K	Buy	+198	New	+$5.25K	﹤0.01%	355

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

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 $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

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

IAG Wealth Partners's FNDA Position: Q4 2025 in Review

IAG Wealth Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025, closing a stake of 42 shares — an estimated $1.31K sold.

IAG Wealth Partners first reported a position in FNDA in Q1 2022 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 458 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

IAG Wealth Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 42 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $1.31K.
IAG Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and held it in 6 quarters.
IAG Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $5K in Q1 2022.
458 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.