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Larson Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Larson 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
2026
Q1 		$482K Sell
14,865
-257
-2% -$8.6K 0.02% 487
2025
Q4 		$477K Buy
15,122
+1,382
+10% +$43.1K 0.02% 477
2025
Q3 		$428K Sell
13,740
-4,257
-24% -$129K 0.02% 506
2025
Q2 		$516K Buy
17,997
+6,715
+60% +$182K 0.02% 425
2025
Q1 		$309K Sell
11,282
-4,625
-29% -$135K 0.01% 522
2024
Q4 		$472K Buy
15,907
+7,731
+95% +$236K 0.02% 371
2024
Q3 		$243K Sell
8,176
-1,328
-14% -$38.2K 0.01% 523
2024
Q2 		$261K Buy
9,504
+8,662
+1,029% +$239K 0.02% 398
2024
Q1 		$24K Sell
842
-15,316
-95% -$418K ﹤0.01% 845
2023
Q4 		$447K Buy
16,158
+12,518
+344% +$310K 0.04% 232
2023
Q3 		$88.3K Buy
3,640
+3,052
+519% +$77.8K 0.01% 474
2023
Q2 		$14.8K Sell
588
-1,610
-73% -$38.6K ﹤0.01% 823
2023
Q1 		$53.5K Buy
2,198
+6
+0.3% +$150 0.01% 538
2022
Q4 		$51.2K Buy
2,192
+4
+0.2% +$94 0.01% 513
2022
Q3 		$47K Buy
2,188
+420
+24% +$10K 0.01% 478
2022
Q2 		$40K Buy
1,768
+1,642
+1,303% +$40.5K 0.01% 412
2022
Q1 		$3K Buy
+126
New +$3.34K ﹤0.01% 859
2020
Q1 		– Sell
-70
Closed -$1K – 571
2019
Q4 		$1K Buy
+70
New +$1.36K ﹤0.01% 503

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's FNDA Position: Q1 2026 in Review

Larson Financial Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.7% in Q1 2026, selling an estimated $8.6K and leaving 14,865 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #487.

Larson Financial Group first reported a position in FNDA in Q4 2019 and has held it in 18 quarters since. The position peaked at $516K in Q2 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Larson Financial Group held 14,865 shares of Schwab Fundamental US Small Company Index ETF worth $482K as of Q1 2026.
  • Larson Financial Group sold 257 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $8.6K.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #487 holding.
  • Larson Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and has held it in 18 quarters since.
  • Larson Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $516K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.