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

Medallion 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
2026
Q1 		$731K Buy
22,556
+1,663
+8% +$55.7K 0.24% 90
2025
Q4 		$658K Buy
20,893
+1,115
+6% +$34.8K 0.22% 100
2025
Q3 		$616K Buy
19,778
+1,452
+8% +$44.1K 0.22% 109
2025
Q2 		$535K Buy
18,326
+3,031
+20% +$82.2K 0.21% 112
2025
Q1 		$420K Buy
15,295
+3,359
+28% +$98.3K 0.19% 118
2024
Q4 		$355K Buy
+11,936
New +$365K 0.18% 125

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 $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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 $544M AUM 20.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's FNDA Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 8% in Q1 2026, buying an estimated $55.7K and bringing the position to 22,556 shares worth $731K. The position accounts for 0.24% of the portfolio, ranked #90.

Medallion Wealth Advisors first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Medallion Wealth Advisors held 22,556 shares of Schwab Fundamental US Small Company Index ETF worth $731K as of Q1 2026.
  • Medallion Wealth Advisors bought 1,663 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $55.7K.
  • Schwab Fundamental US Small Company Index ETF made up 0.24% of Medallion Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Medallion Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.