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

Riverchase 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 Q3	$456K	Hold	13,036	–	–	0.22%	61
2026 Q2	$496K	Sell	13,036 -172	-1%	-$6.13K	0.23%	57
2026 Q1	$428K	Hold	13,208	–	–	0.22%	57
2025 Q4	$416K	Hold	13,208	–	–	0.23%	55
2025 Q3	$412K	Sell	13,208 -208	-2%	-$6.32K	0.23%	55
2025 Q2	$384K	Sell	13,416 -3,737	-22%	-$101K	0.24%	50
2025 Q1	$470K	Sell	17,153 -1,741	-9%	-$50.9K	0.33%	45
2024 Q4	$561K	Buy	+18,894	New	+$577K	0.42%	41

Other funds holding FNDA

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

Riverchase Wealth Management's FNDA Position: Q3 2026 in Review

Riverchase Wealth Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2026 at 13,036 shares worth $456K. The position accounts for 0.22% of the portfolio, ranked #61.

Riverchase Wealth Management first reported a position in FNDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $561K in Q4 2024. 406 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Riverchase Wealth Management held 13,036 shares of Schwab Fundamental US Small Company Index ETF worth $456K as of Q3 2026.
Riverchase Wealth Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up 0.22% of Riverchase Wealth Management's portfolio in Q3 2026, its #61 holding.
Riverchase Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 8 quarters since.
Riverchase Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $561K in Q4 2024.
406 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.