Clarity Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Clarity Capital 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	$834K	Buy	21,903 +56	+0.3%	+$2K	0.35%	47
2026 Q1	$708K	Buy	21,847 +42	+0.2%	+$1.41K	0.33%	49
2025 Q4	$687K	Buy	21,805 +102	+0.5%	+$3.18K	0.34%	48
2025 Q3	$676K	Buy	21,703 +75	+0.3%	+$2.28K	0.37%	46
2025 Q2	$620K	Buy	21,628 +55	+0.3%	+$1.49K	0.36%	46
2025 Q1	$591K	Buy	21,573 +41	+0.2%	+$1.2K	0.39%	45
2024 Q4	$640K	Buy	21,532 +112	+0.5%	+$3.42K	0.43%	43
2024 Q3	$638K	Buy	21,420 +160	+0.8%	+$4.6K	0.46%	41
2024 Q2	$584K	Hold	21,260	–	–	0.45%	41
2024 Q1	$606K	Buy	21,260 +58	+0.3%	+$1.58K	0.48%	39
2023 Q4	$587K	Buy	+21,202	New	+$526K	0.51%	37

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

Clarity Capital Advisors's FNDA Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.26% in Q2 2026, buying an estimated $2K and bringing the position to 21,903 shares worth $834K. The position accounts for 0.35% of the portfolio, ranked #47.

Clarity Capital Advisors first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. 85 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Clarity Capital Advisors held 21,903 shares of Schwab Fundamental US Small Company Index ETF worth $834K as of Q2 2026.
Clarity Capital Advisors bought 56 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $2K.
Schwab Fundamental US Small Company Index ETF made up 0.35% of Clarity Capital Advisors's portfolio in Q2 2026, its #47 holding.
Clarity Capital Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
85 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.