SGK
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Steigerwald Gordon & Koch’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Steigerwald Gordon & Koch’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 		$19.8K Hold
612
– – ﹤0.01% 428
2025
Q4 		$19.3K Sell
612
-74
-11% -$2.31K ﹤0.01% 457
2025
Q3 		$21.4K Buy
+686
New +$20.8K ﹤0.01% 423

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steigerwald Gordon & Koch's FNDA Position: Q1 2026 in Review

Steigerwald Gordon & Koch held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 612 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Steigerwald Gordon & Koch first reported a position in FNDA in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.4K in Q3 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Steigerwald Gordon & Koch held 612 shares of Schwab Fundamental US Small Company Index ETF worth $19.8K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #428 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Steigerwald Gordon & Koch's Schwab Fundamental US Small Company Index ETF position peaked at $21.4K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.