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Intelligence Driven Advisers’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Intelligence Driven Advisers’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
2026
Q1 		– Sell
-7,210
Closed -$227K – 138
2025
Q4 		$227K Buy
+7,210
New +$225K 0.03% 121

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intelligence Driven Advisers's FNDA Position: Q1 2026 in Review

Intelligence Driven Advisers sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 7,210 shares — an estimated $227K sold.

Intelligence Driven Advisers first reported a position in FNDA in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 475 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Intelligence Driven Advisers reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 7,210 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $227K.
  • Intelligence Driven Advisers first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and held it in 1 quarter.
  • Intelligence Driven Advisers's Schwab Fundamental US Small Company Index ETF position peaked at $227K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.