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

BIP Wealth’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	$328K	Buy	+8,613	New	+$307K	0.01%	442

Other funds holding FNDA

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

BIP Wealth's FNDA Position: Q2 2026 in Review

BIP Wealth opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 8,613 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

BIP Wealth held 8,613 shares of Schwab Fundamental US Small Company Index ETF worth $328K as of Q2 2026.
Schwab Fundamental US Small Company Index ETF was a new BIP Wealth position in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #442 holding.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.