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MLG Wealth Management DBA Pine Grove Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
Q4 		$773K Buy
+24,544
New +$765K 0.09% 95

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CGL
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UBS Group
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Morgan Stanley
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MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
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MLG Wealth Management DBA Pine Grove Financial Group's FNDA Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025: 24,544 shares worth $773K. The stake represents 0.09% of the portfolio and ranks #95 among its holdings.

460 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 24,544 shares of Schwab Fundamental US Small Company Index ETF worth $773K as of Q4 2025.
  • Schwab Fundamental US Small Company Index ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Schwab Fundamental US Small Company Index ETF made up 0.09% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #95 holding.
  • 460 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.