Salomon & Ludwin’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Salomon & Ludwin’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	$14K	Hold	400	–	–	﹤0.01%	1161
2026 Q2	$15.2K	Sell	400 -21	-5%	-$749	﹤0.01%	1353
2026 Q1	$13.8K	Sell	421 -22	-5%	-$736	﹤0.01%	1341
2025 Q4	$14.3K	Hold	443	–	–	﹤0.01%	1169
2025 Q3	$13.9K	Sell	443 -539	-55%	-$16.4K	﹤0.01%	1058
2025 Q2	$29K	Buy	982 +516	+111%	+$14K	﹤0.01%	335
2025 Q1	$12.8K	Hold	466	–	–	﹤0.01%	421
2024 Q4	$13.8K	Buy	466 +102	+28%	+$3.12K	﹤0.01%	408
2024 Q3	$10.8K	Hold	364	–	–	﹤0.01%	444
2024 Q2	$10K	Hold	364	–	–	﹤0.01%	448
2024 Q1	$10.4K	Hold	364	–	–	﹤0.01%	553
2023 Q4	$8.82K	Hold	364	–	–	﹤0.01%	511
2023 Q3	$8.82K	Buy	+364	New	+$9.28K	﹤0.01%	509

Other funds holding FNDA

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

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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Salomon & Ludwin's FNDA Position: Q3 2026 in Review

Salomon & Ludwin held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2026 at 400 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Salomon & Ludwin first reported a position in FNDA in Q3 2023 and has held it in 13 quarters since. The position peaked at $29K in Q2 2025. 293 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Salomon & Ludwin held 400 shares of Schwab Fundamental US Small Company Index ETF worth $14K as of Q3 2026.
Salomon & Ludwin left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1161 holding.
Salomon & Ludwin first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's Schwab Fundamental US Small Company Index ETF position peaked at $29K in Q2 2025.
293 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.