Cetera Investment Advisers
FNDA icon

Cetera Investment Advisers’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cetera Investment Advisers’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 		$7.14M Buy
220,032
+16,621
+8% +$556K 0.01% 1282
2025
Q4 		$6.41M Buy
203,411
+21,928
+12% +$684K 0.01% 1297
2025
Q3 		$5.66M Buy
181,483
+69,587
+62% +$2.11M 0.01% 1328
2025
Q2 		$3.21M Buy
111,896
+3,948
+4% +$107K 0.01% 1497
2025
Q1 		$2.96M Buy
107,948
+17,739
+20% +$519K 0.01% 1456
2024
Q4 		$2.68M Sell
90,209
-1,703
-2% -$52K 0.01% 1437
2024
Q3 		$2.74M Buy
91,912
+8,286
+10% +$238K 0.01% 1383
2024
Q2 		$2.3M Buy
83,626
+2,866
+4% +$79.1K 0.01% 1459
2024
Q1 		$2.3M Buy
80,760
+67,212
+496% +$1.83M 0.01% 1445
2023
Q4 		$375K Buy
13,548
+1,008
+8% +$25K ﹤0.01% 1652
2023
Q3 		$304K Sell
12,540
-1,698
-12% -$43.3K ﹤0.01% 1717
2023
Q2 		$359K Buy
14,238
+1,686
+13% +$40.5K ﹤0.01% 1631
2023
Q1 		$305K Buy
12,552
+14
+0.1% +$350 ﹤0.01% 1692
2022
Q4 		$293K Buy
+12,538
New +$295K ﹤0.01% 1679

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

Cetera Investment Advisers's FNDA Position: Q1 2026 in Review

Cetera Investment Advisers increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 8.2% in Q1 2026, buying an estimated $556K and bringing the position to 220,032 shares worth $7.14M. The position accounts for 0.01% of the portfolio, ranked #1282.

Cetera Investment Advisers first reported a position in FNDA in Q4 2022 and has held it in 14 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Cetera Investment Advisers held 220,032 shares of Schwab Fundamental US Small Company Index ETF worth $7.14M as of Q1 2026.
  • Cetera Investment Advisers bought 16,621 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $556K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1282 holding.
  • Cetera Investment Advisers first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.