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SageView Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

SageView Advisory Group’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
Q4 		$1.32M Sell
41,938
-1,336
-3% -$41.7K 0.04% 218
2025
Q3 		$1.35M Sell
43,274
-2,095
-5% -$63.6K 0.05% 229
2025
Q2 		$1.36M Sell
45,369
-908
-2% -$24.6K 0.05% 201
2025
Q1 		$1.27M Sell
46,277
-1,946
-4% -$56.9K 0.05% 195
2024
Q4 		$1.43M Sell
48,223
-5,745
-11% -$175K 0.06% 171
2024
Q3 		$1.61M Sell
53,968
-6,426
-11% -$185K 0.08% 134
2024
Q2 		$1.66M Sell
60,394
-5,847,486
-99% -$161M 0.08% 144
2024
Q1 		$74.6M Buy
5,907,880
+5,826,182
+7,131% +$159M 3.77% 7
2023
Q4 		$2.22M Sell
81,698
-131,958
-62% -$3.27M 0.1% 128
2023
Q3 		$5.18M Buy
213,656
+8,422
+4% +$215K 0.3% 44
2023
Q2 		$5.18M Buy
205,234
+23,744
+13% +$570K 0.29% 51
2023
Q1 		$4.42M Sell
181,490
-12,414
-6% -$310K 0.28% 55
2022
Q4 		$4.53M Buy
+193,904
New +$4.56M 0.37% 56

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 $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 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 $544M AUM 20.39% 1-Year Est. Return

SageView Advisory Group's FNDA Position: Q4 2025 in Review

SageView Advisory Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3.1% in Q4 2025, selling an estimated $41.7K and leaving 41,938 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #218.

SageView Advisory Group first reported a position in FNDA in Q4 2022 and has held it in 13 quarters since. The position peaked at $74.6M in Q1 2024. 458 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • SageView Advisory Group held 41,938 shares of Schwab Fundamental US Small Company Index ETF worth $1.32M as of Q4 2025.
  • SageView Advisory Group sold 1,336 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $41.7K.
  • Schwab Fundamental US Small Company Index ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #218 holding.
  • SageView Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $74.6M in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.