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Boulay Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Boulay Financial Advisors’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 		$102M Buy
+2,689,045
New +$95.9M 9.48% 6

Other funds holding FNDA

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Boulay Financial Advisors's FNDA Position: Q2 2026 in Review

Boulay Financial Advisors opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 2,689,045 shares worth $102M. The stake represents 9.48% of the portfolio and ranks #6 among its holdings.

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

  • Boulay Financial Advisors held 2,689,045 shares of Schwab Fundamental US Small Company Index ETF worth $102M as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Boulay Financial Advisors position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up 9.48% of Boulay Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • 240 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Boulay Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.