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BFI Wealth Solutions’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

BFI Wealth Solutions’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 		$1.4M Sell
36,748
-16,799
-31% -$599K 1.04% 34
2026
Q1 		$1.76M Buy
53,547
+6,566
+14% +$220K 1.69% 23
2025
Q4 		$1.48M Buy
+46,981
New +$1.46M 1.41% 23

Other funds holding FNDA

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

BFI Wealth Solutions's FNDA Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 31% in Q2 2026, selling an estimated $599K and leaving 36,748 shares worth $1.4M. The position accounts for 1.04% of the portfolio, ranked #34.

BFI Wealth Solutions first reported a position in FNDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q1 2026. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • BFI Wealth Solutions held 36,748 shares of Schwab Fundamental US Small Company Index ETF worth $1.4M as of Q2 2026.
  • BFI Wealth Solutions sold 16,799 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $599K.
  • Schwab Fundamental US Small Company Index ETF made up 1.04% of BFI Wealth Solutions's portfolio in Q2 2026, its #34 holding.
  • BFI Wealth Solutions first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • BFI Wealth Solutions's Schwab Fundamental US Small Company Index ETF position peaked at $1.76M in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.