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

HighTower 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	$6.08M	Buy	159,754 +4,605	+3%	+$164K	0.01%	1149
2026 Q1	$5.03M	Sell	155,149 -5,448	-3%	-$182K	0.01%	1191
2025 Q4	$5.06M	Buy	160,597 +11,376	+8%	+$355K	0.01%	1159
2025 Q3	$4.65M	Sell	149,221 -2,334	-2%	-$70.9K	0.01%	1161
2025 Q2	$4.34M	Buy	151,555 +804	+0.5%	+$21.8K	0.01%	1146
2025 Q1	$4.13M	Buy	150,751 +4,685	+3%	+$137K	0.01%	1136
2024 Q4	$4.34M	Buy	146,066 +5,054	+4%	+$154K	0.01%	1107
2024 Q3	$4.2M	Sell	141,012 -8,650	-6%	-$249K	0.01%	1102
2024 Q2	$4.11M	Buy	149,662 +1,658	+1%	+$45.7K	0.01%	1087
2024 Q1	$4.22M	Sell	148,004 -20,478	-12%	-$558K	0.01%	1037
2023 Q4	$4.67M	Sell	168,482 -1,476	-0.9%	-$36.6K	0.01%	1004
2023 Q3	$4.11M	Buy	169,958 +82,748	+95%	+$2.11M	0.01%	1011
2023 Q2	$2.2M	Sell	87,210 -4,642	-5%	-$111K	﹤0.01%	1306
2023 Q1	$2.23M	Buy	91,852 +6,574	+8%	+$164K	﹤0.01%	1220
2022 Q4	$1.99M	Buy	85,278 +12,036	+16%	+$283K	﹤0.01%	1293
2022 Q3	$1.56M	Buy	73,242 +37,386	+104%	+$891K	﹤0.01%	1382
2022 Q2	$807K	Sell	35,856 -2,412	-6%	-$59.5K	﹤0.01%	1764
2022 Q1	$1.02M	Sell	38,268 -4,796	-11%	-$127K	﹤0.01%	1746
2021 Q4	$1.2M	Sell	43,064 -45,718	-51%	-$1.26M	﹤0.01%	1673
2021 Q3	$2.34M	Buy	88,782 +6,574	+8%	+$174K	0.01%	1176
2021 Q2	$2.24M	Buy	82,208 +64,306	+359%	+$1.71M	0.01%	1166
2021 Q1	$451K	Buy	17,902 +2,222	+14%	+$53.8K	﹤0.01%	2041
2020 Q4	$332K	Buy	15,680 +1,934	+14%	+$37.3K	﹤0.01%	1864
2020 Q3	$224K	Sell	13,746 -1,592	-10%	-$26.7K	﹤0.01%	2013
2020 Q2	$243K	Buy	+15,338	New	+$227K	﹤0.01%	1864
2020 Q1	–	Sell	-232,396	Closed	-$4.67M	–	2315
2019 Q4	$4.67M	Buy	232,396 +23,308	+11%	+$453K	0.03%	569
2019 Q3	$3.94M	Buy	209,088 +168,260	+412%	+$3.15M	0.02%	648
2019 Q2	$769K	Buy	+40,828	New	+$767K	﹤0.01%	1318
2018 Q4	–	Sell	-14,964	Closed	-$305K	–	2257
2018 Q3	$305K	Buy	+14,964	New	+$306K	﹤0.01%	1714

Other funds holding FNDA

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

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

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

IIC

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

HighTower Advisors's FNDA Position: Q2 2026 in Review

HighTower Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3% in Q2 2026, buying an estimated $164K and bringing the position to 159,754 shares worth $6.08M. The position accounts for 0.01% of the portfolio, ranked #1149.

HighTower Advisors first reported a position in FNDA in Q3 2018 and has held it in 29 quarters since. 308 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

HighTower Advisors held 159,754 shares of Schwab Fundamental US Small Company Index ETF worth $6.08M as of Q2 2026.
HighTower Advisors bought 4,605 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $164K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1149 holding.
HighTower Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and has held it in 29 quarters since.
308 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.