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SYM Financial Corp’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

SYM Financial Corp’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
2025
Q3 		– Sell
-1,268
Closed -$36.3K – 431
2025
Q2 		$36.3K Buy
+1,268
New +$34.4K ﹤0.01% 369
2023
Q3 		– Sell
-68
Closed -$1.72K – 188
2023
Q2 		$1.72K Buy
+68
New +$1.63K ﹤0.01% 114

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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

SYM Financial Corp's FNDA Position: Q3 2025 in Review

SYM Financial Corp sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2025, closing a stake of 1,268 shares — an estimated $36.3K sold.

SYM Financial Corp first reported a position in FNDA in Q2 2023 and held it in 2 quarters. The position peaked at $36.3K in Q2 2025. 447 funds tracked by Wall St. Rank hold FNDA as of Q3 2025.

  • SYM Financial Corp reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 1,268 Schwab Fundamental US Small Company Index ETF shares in Q3 2025, an estimated $36.3K.
  • SYM Financial Corp first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and held it in 2 quarters.
  • SYM Financial Corp's Schwab Fundamental US Small Company Index ETF position peaked at $36.3K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.