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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

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 $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverchase Wealth Management's FNDA Position: Q1 2026 in Review

Riverchase Wealth Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 13,208 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #57.

Riverchase Wealth Management first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $561K in Q4 2024. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Riverchase Wealth Management held 13,208 shares of Schwab Fundamental US Small Company Index ETF worth $428K as of Q1 2026.
Riverchase Wealth Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up 0.22% of Riverchase Wealth Management's portfolio in Q1 2026, its #57 holding.
Riverchase Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
Riverchase Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $561K in Q4 2024.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Riverchase Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.