Investors Research Corp’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Investors Research Corp’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	-80	Closed	-$2.29K	–	895
2025 Q2	$2.29K	Hold	80	–	–	﹤0.01%	829
2025 Q1	$2.19K	Hold	80	–	–	﹤0.01%	853
2024 Q4	$2.38K	Hold	80	–	–	﹤0.01%	842
2024 Q3	$2.38K	Hold	80	–	–	﹤0.01%	872
2024 Q2	$2.2K	Hold	80	–	–	﹤0.01%	929
2024 Q1	$2.28K	Sell	80 -632	-89%	-$17.2K	﹤0.01%	903
2023 Q4	$19.7K	Sell	712 -60	-8%	-$1.49K	﹤0.01%	636
2023 Q3	$18.7K	Hold	772	–	–	﹤0.01%	656
2023 Q2	$19.5K	Hold	772	–	–	﹤0.01%	667
2023 Q1	$18.8K	Buy	772 +48	+7%	+$1.2K	﹤0.01%	684
2022 Q4	$16.9K	Hold	724	–	–	﹤0.01%	697
2022 Q3	$15K	Hold	724	–	–	﹤0.01%	694
2022 Q2	$16K	Buy	724 +60	+9%	+$1.48K	﹤0.01%	690
2022 Q1	$18K	Hold	664	–	–	0.01%	672
2021 Q4	$18K	Hold	664	–	–	0.01%	681
2021 Q3	$17K	Buy	+664	New	+$17.6K	0.01%	698

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

Investors Research Corp's FNDA Position: Q3 2025 in Review

Investors Research Corp sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025, closing a stake of 80 shares — an estimated $2.29K sold.

Investors Research Corp first reported a position in FNDA in Q3 2021 and held it in 16 quarters. The position peaked at $19.7K in Q4 2023. 447 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

Investors Research Corp reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 80 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $2.29K.
Investors Research Corp first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2021 and held it in 16 quarters.
Investors Research Corp's Schwab Fundamental US Small Company Index ETF position peaked at $19.7K in Q4 2023.
447 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.