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Foundations Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Foundations Investment 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 		$229K Sell
6,014
-1,606
-21% -$57.3K ﹤0.01% 1083
2026
Q1 		$247K Sell
7,620
-148,363
-95% -$4.97M ﹤0.01% 994
2025
Q4 		$4.92M Buy
155,983
+20,448
+15% +$638K 0.06% 225
2025
Q3 		$4.22M Buy
135,535
+7,914
+6% +$240K 0.06% 231
2025
Q2 		$3.66M Buy
127,621
+16,274
+15% +$441K 0.06% 242
2025
Q1 		$3.05M Buy
111,347
+9,199
+9% +$269K 0.06% 246
2024
Q4 		$3.03M Buy
102,148
+20,192
+25% +$617K 0.06% 232
2024
Q3 		$2.44M Buy
81,956
+37,492
+84% +$1.08M 0.05% 245
2024
Q2 		$1.22M Buy
44,464
+22,320
+101% +$616K 0.03% 306
2024
Q1 		$631K Buy
+22,144
New +$604K 0.02% 419

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

Foundations Investment Advisors's FNDA Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 21% in Q2 2026, selling an estimated $57.3K and leaving 6,014 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Foundations Investment Advisors first reported a position in FNDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.92M in Q4 2025. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Foundations Investment Advisors held 6,014 shares of Schwab Fundamental US Small Company Index ETF worth $229K as of Q2 2026.
  • Foundations Investment Advisors sold 1,606 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $57.3K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1083 holding.
  • Foundations Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $4.92M in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

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