First Foundation Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

First Foundation 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	$279K	Hold	7,331	–	–	0.01%	308
2026 Q1	$238K	Hold	7,331	–	–	0.01%	308
2025 Q4	$231K	Buy	7,331 +540	+8%	+$16.8K	0.01%	312
2025 Q3	$212K	Buy	+6,791	New	+$206K	0.01%	313
2025 Q1	–	Sell	-6,791	Closed	-$202K	–	337
2024 Q4	$202K	Buy	+6,791	New	+$207K	0.01%	329

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

First Foundation Advisors's FNDA Position: Q2 2026 in Review

First Foundation Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 7,331 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #308.

First Foundation Advisors first reported a position in FNDA in Q4 2024 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

First Foundation Advisors held 7,331 shares of Schwab Fundamental US Small Company Index ETF worth $279K as of Q2 2026.
First Foundation Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #308 holding.
First Foundation Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 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 First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.