10Elms LLP’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

10Elms LLP’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 Q2	$3.68M	Buy	96,609 +29,968	+45%	+$1.07M	1.56%	21
2026 Q1	$2.15M	Buy	66,641 +50,347	+309%	+$1.69M	1.36%	23
2025 Q4	$513K	Sell	16,294 -164	-1%	-$5.11K	0.47%	44
2025 Q3	$513K	Hold	16,458	–	–	0.46%	47
2025 Q2	$472K	Sell	16,458 -450	-3%	-$12.2K	0.45%	44
2025 Q1	$463K	Sell	16,908 -356	-2%	-$10.4K	0.47%	46
2024 Q4	$513K	Buy	+17,264	New	+$527K	0.53%	38

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

10Elms LLP's FNDA Position: Q2 2026 in Review

10Elms LLP increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 45% in Q2 2026, buying an estimated $1.07M and bringing the position to 96,609 shares worth $3.68M. The position accounts for 1.56% of the portfolio, ranked #21.

10Elms LLP first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

10Elms LLP held 96,609 shares of Schwab Fundamental US Small Company Index ETF worth $3.68M as of Q2 2026.
10Elms LLP bought 29,968 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $1.07M.
Schwab Fundamental US Small Company Index ETF made up 1.56% of 10Elms LLP's portfolio in Q2 2026, its #21 holding.
10Elms LLP first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.