MWM
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Mosley Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Mosley Wealth Management’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 		$1.75K Buy
46
+16
+53% +$571 ﹤0.01% 506
2026
Q1 		$935 Buy
+30
New +$1K ﹤0.01% 418

Other funds holding FNDA

WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Mosley Wealth Management's FNDA Position: Q2 2026 in Review

Mosley Wealth Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 53% in Q2 2026, buying an estimated $571 and bringing the position to 46 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Mosley Wealth Management first reported a position in FNDA in Q1 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Mosley Wealth Management held 46 shares of Schwab Fundamental US Small Company Index ETF worth $1.75K as of Q2 2026.
  • Mosley Wealth Management bought 16 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $571.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Mosley Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.