Cambridge Financial Group (Arizona)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cambridge Financial Group (Arizona)’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	$671K	Sell	17,621 -802	-4%	-$28.6K	0.21%	81
2026 Q1	$597K	Buy	18,423 +139	+0.8%	+$4.65K	0.2%	83
2025 Q4	$543K	Hold	18,284	–	–	0.19%	88
2025 Q3	$570K	Hold	18,284	–	–	0.18%	92
2025 Q2	$524K	Hold	18,284	–	–	0.2%	78
2025 Q1	$501K	Hold	18,284	–	–	0.21%	81
2024 Q4	$543K	Sell	18,284 -16,600	-48%	-$507K	0.23%	67
2024 Q3	$1.04M	Hold	34,884	–	–	0.43%	51
2024 Q2	$958K	Sell	34,884 -6	-0%	-$165	0.44%	53
2024 Q1	$995K	Sell	34,890 -3,984	-10%	-$109K	0.47%	49
2023 Q4	$1.08M	Buy	+38,874	New	+$964K	0.56%	40

Other funds holding FNDA

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

MWP

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s FNDA Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.4% in Q2 2026, selling an estimated $28.6K and leaving 17,621 shares worth $671K. The position accounts for 0.21% of the portfolio, ranked #81.

Cambridge Financial Group (Arizona) first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 85 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Cambridge Financial Group (Arizona) held 17,621 shares of Schwab Fundamental US Small Company Index ETF worth $671K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 802 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $28.6K.
Schwab Fundamental US Small Company Index ETF made up 0.21% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #81 holding.
Cambridge Financial Group (Arizona) first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Schwab Fundamental US Small Company Index ETF position peaked at $1.08M in Q4 2023.
85 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.