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Mogy Joel R Investment Counsel’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Mogy Joel R Investment Counsel’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 		– Sell
-406
Closed -$11.6K – 120
2025
Q2 		$11.6K Buy
+406
New +$11K ﹤0.01% 122
2024
Q2 		– Sell
-770
Closed -$22K – 110
2024
Q1 		$22K Buy
+770
New +$21K ﹤0.01% 119

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
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Mogy Joel R Investment Counsel's FNDA Position: Q3 2025 in Review

Mogy Joel R Investment Counsel sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025, closing a stake of 406 shares — an estimated $11.6K sold.

Mogy Joel R Investment Counsel first reported a position in FNDA in Q1 2024 and held it in 2 quarters. The position peaked at $22K in Q1 2024. 446 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

  • Mogy Joel R Investment Counsel reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 406 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $11.6K.
  • Mogy Joel R Investment Counsel first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and held it in 2 quarters.
  • Mogy Joel R Investment Counsel's Schwab Fundamental US Small Company Index ETF position peaked at $22K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2025, filed 16 Oct 2025.