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Farther Finance Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Farther Finance 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 		$3.16M Buy
83,154
+5,864
+8% +$209K 0.02% 541
2026
Q1 		$2.52M Sell
77,290
-2,404
-3% -$80.5K 0.02% 550
2025
Q4 		$2.51M Buy
79,694
+31,992
+67% +$997K 0.03% 503
2025
Q3 		$1.49M Buy
47,702
+713
+2% +$21.7K 0.02% 564
2025
Q2 		$1.35M Buy
46,989
+27,462
+141% +$745K 0.03% 484
2025
Q1 		$537K Sell
19,527
-515
-3% -$15.1K 0.01% 755
2024
Q4 		$595K Sell
20,042
-4,010
-17% -$122K 0.02% 528
2024
Q3 		$716K Sell
24,052
-11,982
-33% -$344K 0.03% 463
2024
Q2 		$980K Buy
36,034
+7,360
+26% +$203K 0.05% 306
2024
Q1 		$809K Sell
28,674
-276
-1% -$7.53K 0.05% 292
2023
Q4 		$801K Sell
28,950
-6,582
-19% -$163K 0.06% 265
2023
Q3 		$861K Sell
35,532
-1,074
-3% -$27.4K 0.14% 134
2023
Q2 		$923K Sell
36,606
-3,274
-8% -$78.6K 0.2% 97
2023
Q1 		$970K Sell
39,880
-5,974
-13% -$149K 0.28% 69
2022
Q4 		$1.07M Buy
+45,854
New +$1.08M 0.42% 42

Other funds holding FNDA

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

Farther Finance Advisors's FNDA Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 7.6% in Q2 2026, buying an estimated $209K and bringing the position to 83,154 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #541.

Farther Finance Advisors first reported a position in FNDA in Q4 2022 and has held it in 15 quarters since. 85 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Farther Finance Advisors held 83,154 shares of Schwab Fundamental US Small Company Index ETF worth $3.16M as of Q2 2026.
  • Farther Finance Advisors bought 5,864 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $209K.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #541 holding.
  • Farther Finance Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 85 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.