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 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	$9.99K	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

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

Salomon & Ludwin's FNDA Position: Q1 2026 in Review

Salomon & Ludwin reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 5% in Q1 2026, selling an estimated $736 and leaving 421 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Salomon & Ludwin first reported a position in FNDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $29K in Q2 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Salomon & Ludwin held 421 shares of Schwab Fundamental US Small Company Index ETF worth $13.8K as of Q1 2026.
Salomon & Ludwin sold 22 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $736.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1341 holding.
Salomon & Ludwin first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Schwab Fundamental US Small Company Index ETF position peaked at $29K in Q2 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.