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 Q2	$898K	Buy	23,588 +1,032	+5%	+$36.8K	0.28%	84
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Medallion Wealth Advisors's FNDA Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.6% in Q2 2026, buying an estimated $36.8K and bringing the position to 23,588 shares worth $898K. The position accounts for 0.28% of the portfolio, ranked #84.

Medallion Wealth Advisors first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Medallion Wealth Advisors held 23,588 shares of Schwab Fundamental US Small Company Index ETF worth $898K as of Q2 2026.
Medallion Wealth Advisors bought 1,032 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $36.8K.
Schwab Fundamental US Small Company Index ETF made up 0.28% of Medallion Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Medallion Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.