Spire Wealth Management
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Spire Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Spire Wealth Management’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 		$12.6K Sell
361
-78
-18% -$2.9K ﹤0.01% 1534
2026
Q2 		$16.7K Hold
439
– – ﹤0.01% 1495
2026
Q1 		$14.2K Sell
439
-85
-16% -$2.84K ﹤0.01% 1523
2025
Q4 		$16.5K Hold
524
– – ﹤0.01% 1552
2025
Q3 		$16.3K Hold
524
– – ﹤0.01% 1587
2025
Q2 		$15K Buy
524
+166
+46% +$4.5K ﹤0.01% 1601
2025
Q1 		$9.8K Hold
358
– – ﹤0.01% 1840
2024
Q4 		$10.6K Hold
358
– – ﹤0.01% 1814
2024
Q3 		$10.6K Sell
358
-1,278
-78% -$36.7K ﹤0.01% 1608
2024
Q2 		$44.9K Sell
1,636
-56
-3% -$1.54K ﹤0.01% 1156
2024
Q1 		$48.3K Buy
1,692
+1,336
+375% +$36.4K ﹤0.01% 1228
2023
Q4 		$9.5K Buy
356
+134
+60% +$3.32K ﹤0.01% 1773
2023
Q3 		$5.38K Sell
222
-452
-67% -$11.5K ﹤0.01% 1924
2023
Q2 		$17K Sell
674
-2,782
-80% -$66.8K ﹤0.01% 1646
2023
Q1 		$84.1K Buy
3,456
+2,544
+279% +$63.5K ﹤0.01% 1017
2022
Q4 		$21K Buy
912
+652
+251% +$15.3K ﹤0.01% 1351
2022
Q3 		$6K Sell
260
-4,130
-94% -$98.4K ﹤0.01% 1694
2022
Q2 		$99K Sell
4,390
-15,218
-78% -$376K ﹤0.01% 1035
2022
Q1 		$524K Buy
19,608
+15,524
+380% +$412K 0.01% 561
2021
Q4 		$114K Sell
4,084
-122
-3% -$3.36K ﹤0.01% 1346
2021
Q3 		$111K Sell
4,206
-2,536
-38% -$67.3K ﹤0.01% 1158
2021
Q2 		$183K Buy
6,742
+5,362
+389% +$143K 0.01% 970
2021
Q1 		$35K Buy
+1,380
New +$33.4K ﹤0.01% 1901

Other funds holding FNDA

Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Solitude Financial Services
Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Spire Wealth Management's FNDA Position: Q3 2026 in Review

Spire Wealth Management reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 18% in Q3 2026, selling an estimated $2.9K and leaving 361 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Spire Wealth Management first reported a position in FNDA in Q1 2021 and has held it in 23 quarters since. The position peaked at $524K in Q1 2022. 275 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Spire Wealth Management held 361 shares of Schwab Fundamental US Small Company Index ETF worth $12.6K as of Q3 2026.
  • Spire Wealth Management sold 78 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $2.9K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1534 holding.
  • Spire Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Schwab Fundamental US Small Company Index ETF position peaked at $524K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.