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Intentional Wealth Strategies’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Intentional Wealth Strategies’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
Q2 		– Sell
-3,108
Closed -$101K – 374
2026
Q1 		$101K Buy
+3,108
New +$104K 0.09% 104

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WA
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BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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

Intentional Wealth Strategies's FNDA Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 3,108 shares — an estimated $101K sold.

Intentional Wealth Strategies first reported a position in FNDA in Q1 2026 and held it in 1 quarter. The position peaked at $101K in Q1 2026. 464 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 3,108 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $101K.
  • Intentional Wealth Strategies first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Schwab Fundamental US Small Company Index ETF position peaked at $101K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.