Financial Engines Advisors
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Financial Engines Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Financial Engines 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 		$440K Buy
11,554
+4,317
+60% +$154K ﹤0.01% 428
2026
Q1 		$235K Buy
+7,237
New +$242K ﹤0.01% 500
2020
Q4 		– Sell
-13,646
Closed -$226K – 257
2020
Q3 		$226K Sell
13,646
-552
-4% -$9.26K ﹤0.01% 217
2020
Q2 		$225K Buy
+14,198
New +$210K ﹤0.01% 185
2018
Q4 		– Sell
-136
Closed -$3K – 129
2018
Q3 		$3K Buy
+136
New +$2.78K ﹤0.01% 136

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

Financial Engines Advisors's FNDA Position: Q2 2026 in Review

Financial Engines Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 60% in Q2 2026, buying an estimated $154K and bringing the position to 11,554 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Financial Engines Advisors first reported a position in FNDA in Q3 2018 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Financial Engines Advisors held 11,554 shares of Schwab Fundamental US Small Company Index ETF worth $440K as of Q2 2026.
  • Financial Engines Advisors bought 4,317 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $154K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #428 holding.
  • Financial Engines Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.