Lowe Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Lowe Wealth Advisors’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	$3.55K	Buy	+114	New	+$3.46K	﹤0.01%	312
2024 Q2	–	Sell	-262	Closed	-$7.47K	–	316
2024 Q1	$7.47K	Hold	262	–	–	﹤0.01%	227
2023 Q4	$7.25K	Hold	262	–	–	﹤0.01%	228
2023 Q3	$6.35K	Hold	262	–	–	﹤0.01%	227
2023 Q2	$6.61K	Hold	262	–	–	﹤0.01%	249
2023 Q1	$6.38K	Hold	262	–	–	﹤0.01%	240
2022 Q4	$6.12K	Hold	262	–	–	﹤0.01%	247
2022 Q3	$6K	Hold	262	–	–	﹤0.01%	231
2022 Q2	$6K	Hold	262	–	–	﹤0.01%	216
2022 Q1	$7K	Buy	+262	New	+$6.95K	﹤0.01%	221
2020 Q3	–	Sell	-52	Closed	-$1K	–	266
2020 Q2	$1K	Hold	52	–	–	﹤0.01%	245
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	268
2019 Q4	$1K	Hold	52	–	–	﹤0.01%	269
2019 Q3	$1K	Hold	52	–	–	﹤0.01%	259
2019 Q2	$1K	Hold	52	–	–	﹤0.01%	271
2019 Q1	$0	Hold	52	–	–	﹤0.01%	272
2018 Q4	$1K	Hold	52	–	–	﹤0.01%	231
2018 Q3	$1K	Buy	+52	New	+$1.06K	﹤0.01%	269

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

Lowe Wealth Advisors's FNDA Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025: 114 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in FNDA as recently as Q1 2024.

Lowe Wealth Advisors first reported a position in FNDA in Q3 2018 and has held it in 18 quarters since. The position peaked at $7.47K in Q1 2024. 447 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

Lowe Wealth Advisors held 114 shares of Schwab Fundamental US Small Company Index ETF worth $3.55K as of Q3 2025.
Schwab Fundamental US Small Company Index ETF was a new Lowe Wealth Advisors position in Q3 2025.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #312 holding.
Lowe Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and has held it in 18 quarters since.
Lowe Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $7.47K in Q1 2024.
447 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.