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Boyce & Associates Wealth Consulting’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Boyce & Associates Wealth Consulting’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 		$516K Buy
13,566
+812
+6% +$29K 0.36% 51
2026
Q1 		$414K Sell
12,754
-841
-6% -$28.1K 0.31% 54
2025
Q4 		$428K Sell
13,595
-408
-3% -$12.7K 0.36% 45
2025
Q3 		$436K Buy
14,003
+643
+5% +$19.5K 0.36% 47
2025
Q2 		$383K Buy
13,360
+1,549
+13% +$42K 0.35% 51
2025
Q1 		$323K Sell
11,811
-1,947
-14% -$57K 0.32% 50
2024
Q4 		$409K Sell
13,758
-100
-0.7% -$3.05K 0.41% 49
2024
Q3 		$413K Buy
13,858
+40
+0.3% +$1.15K 0.43% 42
2024
Q2 		$379K Sell
13,818
-690
-5% -$19K 0.45% 42
2024
Q1 		$414K Buy
14,508
+4,326
+42% +$118K 0.53% 36
2023
Q4 		$282K Buy
10,182
+48
+0.5% +$1.19K 0.41% 43
2023
Q3 		$246K Buy
10,134
+20
+0.2% +$510 0.41% 41
2023
Q2 		$255K Sell
10,114
-298
-3% -$7.15K 0.43% 39
2023
Q1 		$246K Buy
10,412
+1,112
+12% +$27.8K 0.44% 40
2022
Q4 		$217K Sell
9,300
-418
-4% -$9.84K 0.42% 40
2022
Q3 		$207K Buy
9,718
+46
+0.5% +$1.1K 0.43% 39
2022
Q2 		$219K Sell
9,672
-214
-2% -$5.28K 0.4% 42
2022
Q1 		$264K Buy
+9,886
New +$262K 0.39% 44

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

Boyce & Associates Wealth Consulting's FNDA Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.4% in Q2 2026, buying an estimated $29K and bringing the position to 13,566 shares worth $516K. The position accounts for 0.36% of the portfolio, ranked #51.

Boyce & Associates Wealth Consulting first reported a position in FNDA in Q1 2022 and has held it in 18 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 13,566 shares of Schwab Fundamental US Small Company Index ETF worth $516K as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 812 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $29K.
  • Schwab Fundamental US Small Company Index ETF made up 0.36% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #51 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and has held it in 18 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.