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Sowa Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sowa Financial 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
2026
Q2 		$590K Sell
15,489
-55
-0.4% -$1.96K 0.28% 25
2026
Q1 		$504K Sell
15,544
-270
-2% -$9.04K 0.25% 26
2025
Q4 		$498K Sell
15,814
-624
-4% -$19.5K 0.26% 25
2025
Q3 		$512K Sell
16,438
-190
-1% -$5.77K 0.29% 22
2025
Q2 		$476K Buy
16,628
+3
+0% +$81 0.3% 24
2025
Q1 		$455K Sell
16,625
-310
-2% -$9.07K 0.3% 26
2024
Q4 		$503K Buy
+16,935
New +$517K 0.32% 27

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

Sowa Financial Group's FNDA Position: Q2 2026 in Review

Sowa Financial Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.35% in Q2 2026, selling an estimated $1.96K and leaving 15,489 shares worth $590K. The position accounts for 0.28% of the portfolio, ranked #25.

Sowa Financial Group first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Sowa Financial Group held 15,489 shares of Schwab Fundamental US Small Company Index ETF worth $590K as of Q2 2026.
  • Sowa Financial Group sold 55 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $1.96K.
  • Schwab Fundamental US Small Company Index ETF made up 0.28% of Sowa Financial Group's portfolio in Q2 2026, its #25 holding.
  • Sowa Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 481 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.