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Beacon Investment Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Beacon Investment Advisory Services’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 		$4.26K Hold
112
– – ﹤0.01% 695
2026
Q1 		$3.63K Buy
+112
New +$3.75K ﹤0.01% 721

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BFA
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SCM
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PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
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

Beacon Investment Advisory Services's FNDA Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 112 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Beacon Investment Advisory Services first reported a position in FNDA in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Beacon Investment Advisory Services held 112 shares of Schwab Fundamental US Small Company Index ETF worth $4.26K as of Q2 2026.
  • Beacon Investment Advisory Services left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #695 holding.
  • Beacon Investment Advisory Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.