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

Cahill 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
Q1 		$1.62M Sell
49,969
-1,013
-2% -$33.9K 0.18% 92
2025
Q4 		$1.61M Buy
50,982
+7,735
+18% +$241K 0.18% 89
2025
Q3 		$1.35M Buy
43,247
+2,626
+6% +$79.8K 0.15% 99
2025
Q2 		$1.16M Buy
40,621
+1,062
+3% +$28.8K 0.14% 106
2025
Q1 		$1.08M Buy
39,559
+2,256
+6% +$66K 0.15% 108
2024
Q4 		$1.11M Sell
37,303
-425
-1% -$13K 0.15% 111
2024
Q3 		$1.12M Buy
37,728
+2,686
+8% +$77.2K 0.15% 104
2024
Q2 		$962K Buy
35,042
+2,658
+8% +$73.3K 0.13% 126
2024
Q1 		$923K Buy
32,384
+3,158
+11% +$86.1K 0.13% 128
2023
Q4 		$809K Sell
29,226
-246
-0.8% -$6.1K 0.12% 134
2023
Q3 		$715K Buy
29,472
+4,658
+19% +$119K 0.12% 137
2023
Q2 		$626K Sell
24,814
-256
-1% -$6.14K 0.1% 145
2023
Q1 		$610K Buy
25,070
+570
+2% +$14.2K 0.11% 140
2022
Q4 		$572K Sell
24,500
-698
-3% -$16.4K 0.11% 143
2022
Q3 		$536K Buy
25,198
+228
+0.9% +$5.43K 0.11% 147
2022
Q2 		$565K Buy
24,970
+40
+0.2% +$988 0.12% 144
2022
Q1 		$666K Buy
24,930
+1,460
+6% +$38.7K 0.13% 138
2021
Q4 		$653K Buy
23,470
+686
+3% +$18.9K 0.13% 145
2021
Q3 		$600K Sell
22,784
-1,380
-6% -$36.6K 0.12% 144
2021
Q2 		$657K Buy
24,164
+380
+2% +$10.1K 0.15% 127
2021
Q1 		$602K Buy
23,784
+184
+0.8% +$4.45K 0.15% 126
2020
Q4 		$506K Buy
23,600
+44
+0.2% +$848 0.13% 131
2020
Q3 		$389K Buy
23,556
+50
+0.2% +$839 0.14% 121
2020
Q2 		$373K Buy
23,506
+222
+1% +$3.29K 0.14% 123
2020
Q1 		$302K Buy
23,284
+1,090
+5% +$19.3K 0.14% 122
2019
Q4 		$447K Sell
22,194
-3,048
-12% -$59.2K 0.16% 113
2019
Q3 		$477K Buy
25,242
+218
+0.9% +$4.08K 0.19% 108
2019
Q2 		$472K Sell
25,024
-410
-2% -$7.7K 0.19% 103
2019
Q1 		$474K Sell
25,434
-356
-1% -$6.53K 0.2% 101
2018
Q4 		$424K Buy
25,790
+4,474
+21% +$82K 0.21% 102
2018
Q3 		$435K Sell
21,316
-680
-3% -$13.9K 0.19% 106
2018
Q2 		$439K Sell
21,996
-444
-2% -$8.67K 0.2% 105
2018
Q1 		$418K Sell
22,440
-1,280
-5% -$24.3K 0.2% 107
2017
Q4 		$450K Sell
23,720
-326
-1% -$6.03K 0.23% 100
2017
Q3 		$437K Buy
24,046
+1,610
+7% +$28K 0.23% 96
2017
Q2 		$390K Buy
22,436
+5,852
+35% +$101K 0.22% 101
2017
Q1 		$288K Hold
16,584
– – 0.17% 105
2016
Q4 		$283K Buy
+16,584
New +$267K 0.17% 103

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

Cahill Financial Advisors's FNDA Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 2% in Q1 2026, selling an estimated $33.9K and leaving 49,969 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #92.

Cahill Financial Advisors first reported a position in FNDA in Q4 2016 and has held it in 38 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Cahill Financial Advisors held 49,969 shares of Schwab Fundamental US Small Company Index ETF worth $1.62M as of Q1 2026.
  • Cahill Financial Advisors sold 1,013 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $33.9K.
  • Schwab Fundamental US Small Company Index ETF made up 0.18% of Cahill Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Cahill Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2016 and has held it in 38 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.