Baird Financial Group
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Baird Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Baird Financial Group’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 		$941K Buy
29,012
+1,636
+6% +$54.8K ﹤0.01% 1272
2025
Q4 		$863K Buy
27,376
+6,021
+28% +$188K ﹤0.01% 1297
2025
Q3 		$665K Buy
21,355
+6,948
+48% +$211K ﹤0.01% 1379
2025
Q2 		$413K Sell
14,407
-28,135
-66% -$763K ﹤0.01% 1478
2025
Q1 		$1.17M Buy
42,542
+121
+0.3% +$3.54K ﹤0.01% 1126
2024
Q4 		$1.26M Sell
42,421
-13,905
-25% -$425K ﹤0.01% 1106
2024
Q3 		$1.68M Sell
56,326
-11,566
-17% -$332K ﹤0.01% 1016
2024
Q2 		$1.86M Sell
67,892
-146
-0.2% -$4.03K ﹤0.01% 982
2024
Q1 		$1.94M Buy
68,038
+1,890
+3% +$51.5K ﹤0.01% 961
2023
Q4 		$1.83M Buy
66,148
+1,482
+2% +$36.8K ﹤0.01% 959
2023
Q3 		$1.57M Buy
64,666
+56,326
+675% +$1.44M ﹤0.01% 983
2023
Q2 		$210K Sell
8,340
-91,906
-92% -$2.21M ﹤0.01% 1603
2023
Q1 		$2.44M Sell
100,246
-1,466
-1% -$36.6K 0.01% 824
2022
Q4 		$2.38M Buy
+101,712
New +$2.39M 0.01% 823
2022
Q1 		– Sell
-9,248
Closed -$258K – 1855
2021
Q4 		$258K Buy
+9,248
New +$255K ﹤0.01% 1731

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

Baird Financial Group's FNDA Position: Q1 2026 in Review

Baird Financial Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6% in Q1 2026, buying an estimated $54.8K and bringing the position to 29,012 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Baird Financial Group first reported a position in FNDA in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2023. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Baird Financial Group held 29,012 shares of Schwab Fundamental US Small Company Index ETF worth $941K as of Q1 2026.
  • Baird Financial Group bought 1,636 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $54.8K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1272 holding.
  • Baird Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and has held it in 15 quarters since.
  • Baird Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $2.44M in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.