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McClarren Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

McClarren Financial 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
Q1 		– Sell
-1,778
Closed -$52K – 308
2024
Q4 		$52K Buy
+1,778
New +$54.3K 0.15% 78
2024
Q3 		– Sell
-108
Closed -$48K – 276
2024
Q2 		$48K Sell
108
-1,404
-93% -$38.7K 0.03% 147
2024
Q1 		$44K Buy
1,512
+6
+0.4% +$164 0.03% 148
2023
Q4 		$42K Buy
1,506
+8
+0.5% +$198 0.03% 169
2023
Q3 		$36K Buy
1,498
+6
+0.4% +$153 0.03% 169
2023
Q2 		$37K Buy
1,492
+6
+0.4% +$144 0.03% 173
2023
Q1 		$36K Buy
1,486
+4
+0.3% +$100 0.03% 165
2022
Q4 		$34K Buy
1,482
+8
+0.5% +$188 0.03% 173
2022
Q3 		$31K Buy
+1,474
New +$35.1K 0.03% 167
2022
Q2 		– Sell
-1,464
Closed -$39K – 105
2022
Q1 		$39K Hold
1,464
– – 0.03% 142
2021
Q4 		$41K Buy
1,464
+10
+0.7% +$275 0.03% 155
2021
Q3 		$38K Hold
1,454
– – 0.03% 135
2021
Q2 		$39K Buy
+1,454
New +$38.7K 0.03% 138

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McClarren Financial Advisors's FNDA Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2025, closing a stake of 1,778 shares — an estimated $52K sold.

McClarren Financial Advisors first reported a position in FNDA in Q2 2021 and held it in 13 quarters. The position peaked at $52K in Q4 2024. 421 funds tracked by Wall St. Rank hold FNDA as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,778 Schwab Fundamental US Small Company Index ETF shares in Q1 2025, an estimated $52K.
  • McClarren Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2021 and held it in 13 quarters.
  • McClarren Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $52K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.