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Van Hulzen Asset Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-10
Closed -$297 – 572
2024
Q4 		$297 Buy
+10
New +$305 ﹤0.01% 1118

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CGL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Van Hulzen Asset Management's FNDA Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2025, closing a stake of 10 shares — an estimated $297 sold.

Van Hulzen Asset Management first reported a position in FNDA in Q4 2024 and held it in 1 quarter. The position peaked at $297 in Q4 2024. 421 funds tracked by Wall St. Rank hold FNDA as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 10 Schwab Fundamental US Small Company Index ETF shares in Q1 2025, an estimated $297.
  • Van Hulzen Asset Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Schwab Fundamental US Small Company Index ETF position peaked at $297 in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.