Betterment LLC
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Betterment LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Betterment LLC’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 		$1.62M Buy
49,836
+5,100
+11% +$171K ﹤0.01% 262
2025
Q4 		$1.41M Buy
44,736
+1,653
+4% +$51.5K ﹤0.01% 269
2025
Q3 		$1.34M Buy
43,083
+2,154
+5% +$65.4K ﹤0.01% 264
2025
Q2 		$1.17M Sell
40,929
-1,847
-4% -$50.1K ﹤0.01% 263
2025
Q1 		$1.17M Sell
42,776
-1,112
-3% -$32.5K ﹤0.01% 242
2024
Q4 		$1.3M Sell
43,888
-2,462
-5% -$75.2K ﹤0.01% 234
2024
Q3 		$1.38M Sell
46,350
-36,576
-44% -$1.05M ﹤0.01% 207
2024
Q2 		$2.28M Buy
82,926
+2,276
+3% +$62.8K 0.01% 160
2024
Q1 		$2.3M Buy
80,650
+10,546
+15% +$288K 0.01% 137
2023
Q4 		$1.94M Buy
70,104
+16,454
+31% +$408K 0.01% 134
2023
Q3 		$1.3M Sell
53,650
-75,326
-58% -$1.92M ﹤0.01% 140
2023
Q2 		$3.25M Sell
128,976
-12,700
-9% -$305K 0.01% 96
2023
Q1 		$3.45M Buy
141,676
+121,248
+594% +$3.03M 0.01% 99
2022
Q4 		$477K Buy
20,428
+1,220
+6% +$28.7K ﹤0.01% 189
2022
Q3 		$435K Hold
19,208
– – ﹤0.01% 183
2022
Q2 		$435K Buy
19,208
+3,584
+23% +$88.5K ﹤0.01% 183
2022
Q1 		$418K Buy
15,624
+7,262
+87% +$193K ﹤0.01% 183
2021
Q4 		$233K Buy
+8,362
New +$230K ﹤0.01% 196

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

Betterment LLC's FNDA Position: Q1 2026 in Review

Betterment LLC increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 11% in Q1 2026, buying an estimated $171K and bringing the position to 49,836 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Betterment LLC first reported a position in FNDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.45M in Q1 2023. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Betterment LLC held 49,836 shares of Schwab Fundamental US Small Company Index ETF worth $1.62M as of Q1 2026.
  • Betterment LLC bought 5,100 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $171K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #262 holding.
  • Betterment LLC first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Betterment LLC's Schwab Fundamental US Small Company Index ETF position peaked at $3.45M in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.