KSWA
FNDA icon

Kathleen S. Wright Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Kathleen S. Wright Associates’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 		$17.4K Hold
560
– – 0.01% 189
2025
Q2 		$16K Hold
560
– – 0.01% 200
2025
Q1 		$15.3K Hold
560
– – 0.01% 205
2024
Q4 		$16.6K Hold
560
– – 0.01% 204
2024
Q3 		$16.7K Buy
+560
New +$16.1K 0.01% 219

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Kathleen S. Wright Associates's FNDA Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2025 at 560 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #189.

Kathleen S. Wright Associates first reported a position in FNDA in Q3 2024 and has held it in 5 quarters since. 446 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

  • Kathleen S. Wright Associates held 560 shares of Schwab Fundamental US Small Company Index ETF worth $17.4K as of Q3 2025.
  • Kathleen S. Wright Associates left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2025.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #189 holding.
  • Kathleen S. Wright Associates first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 5 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.