SL
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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
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 		$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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Salomon & Ludwin's FNDA Position: Q2 2026 in Review

Salomon & Ludwin reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 5% in Q2 2026, selling an estimated $749 and leaving 400 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Salomon & Ludwin first reported a position in FNDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $29K in Q2 2025. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Salomon & Ludwin held 400 shares of Schwab Fundamental US Small Company Index ETF worth $15.2K as of Q2 2026.
  • Salomon & Ludwin sold 21 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $749.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1353 holding.
  • Salomon & Ludwin first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's Schwab Fundamental US Small Company Index ETF position peaked at $29K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.