Want to track FNDA and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Schwab Fundamental U.S. Small Company ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 79,561 | $2.46M | $2.82M | $359,780.86 | 14.6% |
 Christopher Barr Red Mountain Financial, LLC | 34,382 | $1.03M | $1.22M | $194,175.92 | 18.91% |
 NICOLE MARTIN Arlington Trust Co LLC | 2,930 | $81,087.75 | $103,370.4 | $22,282.65 | 27.48% |
 Matthew J. Syverson Sound Stewardship, LLC | 328,816 | $8.4M | $11.68M | $3.28M | 39.12% |
 MICHAEL DE LUZ Williams & Novak, LLC | 7,000 | $200,550 | $249,655 | $49,105 | 24.49% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 41,526 | $1.58M | $1.48M | -$100,908.62 | -6.38% |
 David Vollmer PFS Partners, LLC | 1,237 | $38,545 | $43,659.91 | $5,114.91 | 13.27% |
 Benj Foor Frazier Financial Advisors, LLC | 309 | $8,963.17 | $10,906.15 | $1,942.98 | 21.68% |
 Derek Ripp Austin Wealth Management, LLC | 23,722 | $590,559.19 | $845,214.86 | $254,655.67 | 43.12% |
 Amir Har-El Savvy Advisors, Inc. | 13,154 | $402,460.86 | $466,901.23 | $64,440.37 | 16.01% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 26,239 | $803,007.22 | $931,222.11 | $128,214.89 | 15.97% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 388 | $11,558.52 | $13,744.9 | $2,186.38 | 18.92% |
 Taylor Wagner Valued Wealth Advisors LLC | 531 | $17,221 | $18,733.68 | $1,512.68 | 8.78% |
 Kaitlyn Barnes Financial Architects, LLC | 38,110 | $1.14M | $1.34M | $200,538.87 | 17.57% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 20,180 | $554,142.8 | $713,060.3 | $158,917.5 | 28.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 313 | $9,972.26 | $11,005.08 | $1,032.82 | 10.36% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 8,982 | $248,576.85 | $320,028.66 | $71,451.81 | 28.74% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 16,665 | $433,895.96 | $586,524.67 | $152,628.71 | 35.18% |
 Jay David Franklin Clarity Capital Advisors, LLC | 21,903 | $608,233.43 | $777,775.53 | $169,542.1 | 27.87% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 143 | $4,474.62 | $5,080.07 | $605.45 | 13.53% |
2026 © Marketlog. All Rights Reserved.
