Wiser Advisor Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wiser Advisor 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 Q1	$4.62K	Sell	142 -12	-8%	-$402	0.01%	196
2025 Q4	$4.86K	Buy	154 +1	+0.7%	+$31	0.01%	194
2025 Q3	$4.78K	Buy	+153	New	+$4.65K	0.01%	207
2025 Q2	–	Sell	-152	Closed	-$4.18K	–	119
2025 Q1	$4.18K	Hold	152	–	–	0.01%	221
2024 Q4	$4.52K	Hold	152	–	–	0.01%	212
2024 Q3	$4.51K	Hold	152	–	–	0.01%	215
2024 Q2	$4.13K	Buy	152 +2	+1%	+$55	0.01%	230
2024 Q1	$4.29K	Hold	150	–	–	0.01%	228
2023 Q4	$4.15K	Buy	+150	New	+$3.72K	0.01%	228

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wiser Advisor Group's FNDA Position: Q1 2026 in Review

Wiser Advisor Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 7.8% in Q1 2026, selling an estimated $402 and leaving 142 shares worth $4.62K. The position accounts for 0.01% of the portfolio, ranked #196.

Wiser Advisor Group first reported a position in FNDA in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.86K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Wiser Advisor Group held 142 shares of Schwab Fundamental US Small Company Index ETF worth $4.62K as of Q1 2026.
Wiser Advisor Group sold 12 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $402.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #196 holding.
Wiser Advisor Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 9 quarters since.
Wiser Advisor Group's Schwab Fundamental US Small Company Index ETF position peaked at $4.86K in Q4 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.