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Clune & Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Clune & Associates’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 		$229K Sell
6,020
-3,252
-35% -$116K 0.03% 161
2026
Q1 		$301K Sell
9,272
-1,100
-11% -$36.8K 0.06% 139
2025
Q4 		$327K Buy
10,372
+35
+0.3% +$1.09K 0.07% 130
2025
Q3 		$322K Buy
10,337
+2,212
+27% +$67.2K 0.08% 119
2025
Q2 		$233K Buy
+8,125
New +$220K 0.06% 140

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

Clune & Associates's FNDA Position: Q2 2026 in Review

Clune & Associates reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 35% in Q2 2026, selling an estimated $116K and leaving 6,020 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #161.

Clune & Associates first reported a position in FNDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q4 2025. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Clune & Associates held 6,020 shares of Schwab Fundamental US Small Company Index ETF worth $229K as of Q2 2026.
  • Clune & Associates sold 3,252 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $116K.
  • Schwab Fundamental US Small Company Index ETF made up 0.03% of Clune & Associates's portfolio in Q2 2026, its #161 holding.
  • Clune & Associates first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Clune & Associates's Schwab Fundamental US Small Company Index ETF position peaked at $327K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.