FNDA β€” SCHWAB STRATEGIC TR

Ownership history in Ameritas Advisory Services, LLC  Β·  3 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported SCHWAB STRATEGIC TR (FNDA) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows FNDA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FNDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FNDA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FNDA stock page Ameritas Advisory Services, LLC fund profile Ameritas Advisory Services, LLC full holdings
How Ameritas Advisory Services, LLC held FNDA β€” position size vs. price
% of Fund (quarterly)    FNDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,684 -2,793 -62.4% 0.00% $52K 2025-11-06 $30.20
2025 Q2 ADDED 4,477 +2,471 +123.2% 0.01% $128K 2025-07-21 $29.14
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FNDA

As of 2025 Q4 β€” sorted by position size

Prairiewood Capital, LLC 3Y 19.47% Wealth Forward, LLC 10.46% Solitude Financial Services 3Y 10.38% MOLLER WEALTH PARTNERS 3Y 7Y 8.03% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 7.73% Shore Point Advisors, LLC 3Y 6.41% WADDELL & ASSOCIATES, LLC 3Y 6.0% Sound Stewardship, LLC 4.55% Ironwood Investment Counsel, LLC 3Y 7Y 4.35% Seven Springs Wealth Group, LLC 3Y 4.23%

FAQ About Ameritas Advisory Services, LLC and FNDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ameritas Advisory Services, LLC reported owning FNDA?

Ameritas Advisory Services, LLC reported FNDA across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported FNDA position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for FNDA was 0.01% in 2025 Q2.

What is the latest reported FNDA position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 1,684 shares, equal to 0.00% of portfolio, with an estimated market value of $52K.

What does the chart on this FNDA ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly FNDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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