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Iron Horse Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Iron Horse Wealth Management’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
Q2 		$31.3K Hold
1,092
– – 0.01% 176
2025
Q1 		$29.9K Hold
1,092
– – 0.01% 164
2024
Q4 		$32.4K Hold
1,092
– – 0.01% 147
2024
Q3 		$32.5K Hold
1,092
– – 0.01% 139
2024
Q2 		$30K Buy
+1,092
New +$30.1K 0.01% 136

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iron Horse Wealth Management's FNDA Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2025 at 1,092 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Iron Horse Wealth Management first reported a position in FNDA in Q2 2024 and has held it in 5 quarters since. The position peaked at $32.5K in Q3 2024. 424 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

  • Iron Horse Wealth Management held 1,092 shares of Schwab Fundamental US Small Company Index ETF worth $31.3K as of Q2 2025.
  • Iron Horse Wealth Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2025.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #176 holding.
  • Iron Horse Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 5 quarters since.
  • Iron Horse Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $32.5K in Q3 2024.
  • 424 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.