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Auxano Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Auxano Advisors’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 		$403K Buy
12,415
+24
+0.2% +$803 0.08% 141
2025
Q4 		$390K Buy
12,391
+58
+0.5% +$1.81K 0.08% 130
2025
Q3 		$384K Buy
12,333
+43
+0.3% +$1.31K 0.08% 114
2025
Q2 		$352K Buy
12,290
+31
+0.3% +$841 0.08% 115
2025
Q1 		$336K Buy
12,259
+23
+0.2% +$673 0.09% 116
2024
Q4 		$363K Buy
12,236
+64
+0.5% +$1.96K 0.09% 113
2024
Q3 		$363K Buy
12,172
+90
+0.7% +$2.59K 0.09% 113
2024
Q2 		$332K Hold
12,082
– – 0.09% 113
2024
Q1 		$345K Sell
12,082
-310
-3% -$8.45K 0.1% 113
2023
Q4 		$343K Buy
12,392
+402
+3% +$9.97K 0.12% 102
2023
Q3 		$291K Buy
11,990
+90
+0.8% +$2.29K 0.12% 83
2023
Q2 		$290K Hold
11,900
– – 0.12% 84
2023
Q1 		$290K Buy
+11,900
New +$297K 0.12% 84

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Auxano Advisors's FNDA Position: Q1 2026 in Review

Auxano Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.19% in Q1 2026, buying an estimated $803 and bringing the position to 12,415 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #141.

Auxano Advisors first reported a position in FNDA in Q1 2023 and has held it in 13 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Auxano Advisors held 12,415 shares of Schwab Fundamental US Small Company Index ETF worth $403K as of Q1 2026.
  • Auxano Advisors bought 24 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $803.
  • Schwab Fundamental US Small Company Index ETF made up 0.08% of Auxano Advisors's portfolio in Q1 2026, its #141 holding.
  • Auxano Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.