Hurley Capital’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hurley Capital’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	$784	Hold	21	–	–	﹤0.01%	598
2026 Q1	$667	Hold	21	–	–	﹤0.01%	613
2025 Q4	$646	Buy	21 +1	+5%	+$31	﹤0.01%	537
2025 Q3	$636	Hold	20	–	–	﹤0.01%	571
2025 Q2	$583	Hold	20	–	–	﹤0.01%	424
2025 Q1	$556	Hold	20	–	–	﹤0.01%	458
2024 Q4	$606	Buy	+20	New	+$611	﹤0.01%	371

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

Hurley Capital's FNDA Position: Q2 2026 in Review

Hurley Capital held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 21 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Hurley Capital first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Hurley Capital held 21 shares of Schwab Fundamental US Small Company Index ETF worth $784 as of Q2 2026.
Hurley Capital 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 Hurley Capital's portfolio in Q2 2026, its #598 holding.
Hurley Capital first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
487 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.