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 $751B AUM 38.74% 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

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

International Private Wealth Advisors's FNDA Position: Q3 2025 in Review

International Private Wealth Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025, closing a stake of 7,219 shares — an estimated $207K sold.

International Private Wealth Advisors first reported a position in FNDA in Q4 2023 and held it in 7 quarters. The position peaked at $231K in Q1 2024. 447 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

International Private Wealth Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2025 after selling out during the quarter.
International Private Wealth Advisors sold 7,219 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $207K.
International Private Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and held it in 7 quarters.
International Private Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $231K in Q1 2024.
447 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on International Private Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.