International Private Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

International Private Wealth Advisors’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	-7,219	Closed	-$207K	–	172
2025 Q2	$207K	Sell	7,219 -113	-2%	-$3.06K	0.18%	155
2025 Q1	$201K	Sell	7,332 -51	-0.7%	-$1.49K	0.19%	147
2024 Q4	$219K	Buy	7,383 +309	+4%	+$9.44K	0.22%	140
2024 Q3	$211K	Sell	7,074 -294	-4%	-$8.45K	0.31%	115
2024 Q2	$202K	Sell	7,368 -724	-9%	-$20K	0.34%	116
2024 Q1	$231K	Sell	8,092 -192	-2%	-$5.24K	0.45%	101
2023 Q4	$229K	Buy	+8,284	New	+$205K	0.23%	81

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