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Coastwise Capital Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Coastwise Capital Group’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 		$372K Buy
9,762
+25
+0.3% +$892 0.22% 90
2026
Q1 		$316K Buy
9,737
+18
+0.2% +$602 0.18% 103
2025
Q4 		$306K Buy
9,719
+45
+0.5% +$1.4K 0.15% 118
2025
Q3 		$301K Buy
9,674
+33
+0.3% +$1K 0.21% 98
2025
Q2 		$276K Buy
9,641
+24
+0.2% +$651 0.22% 102
2025
Q1 		$263K Buy
9,617
+18
+0.2% +$527 0.22% 106
2024
Q4 		$285K Buy
9,599
+1,351
+16% +$41.3K 0.23% 100
2024
Q3 		$246K Buy
8,248
+60
+0.7% +$1.72K 0.2% 112
2024
Q2 		$225K Sell
8,188
-118
-1% -$3.25K 0.21% 100
2024
Q1 		$237K Buy
+8,306
New +$226K 0.22% 106

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

Coastwise Capital Group's FNDA Position: Q2 2026 in Review

Coastwise Capital Group increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.26% in Q2 2026, buying an estimated $892 and bringing the position to 9,762 shares worth $372K. The position accounts for 0.22% of the portfolio, ranked #90.

Coastwise Capital Group first reported a position in FNDA in Q1 2024 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Coastwise Capital Group held 9,762 shares of Schwab Fundamental US Small Company Index ETF worth $372K as of Q2 2026.
  • Coastwise Capital Group bought 25 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $892.
  • Schwab Fundamental US Small Company Index ETF made up 0.22% of Coastwise Capital Group's portfolio in Q2 2026, its #90 holding.
  • Coastwise Capital Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.