FNDA — SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF (FNDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 11,058 — 0% 0.01% $345K $31.01
2025 Q2 ADDED 11,058 +9,928 +878.6% 0.01% $317K $28.42
2024 Q4 ADDED 1,130 +565 +100.0% 0.00% $34K $29.33
2024 Q3 UNCHANGED 565 — 0% 0.00% $34K $29.26
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FNDA price (monthly, adj. close)

Other funds also holding FNDA

As of 2025 Q4 — 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%
← Back to EverSource Wealth Advisors, LLC Holdings