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

IFP 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 		$3.62M Buy
95,067
+13,341
+16% +$476K 0.07% 329
2026
Q1 		$2.65M Buy
81,726
+8,168
+11% +$273K 0.06% 371
2025
Q4 		$2.32M Buy
73,558
+4,810
+7% +$150K 0.05% 377
2025
Q3 		$2.14M Buy
68,748
+1,874
+3% +$56.9K 0.06% 357
2025
Q2 		$1.92M Buy
66,874
+5,203
+8% +$141K 0.05% 361
2025
Q1 		$1.69M Buy
61,671
+3,898
+7% +$114K 0.05% 399
2024
Q4 		$1.72M Buy
57,773
+5,193
+10% +$159K 0.06% 366
2024
Q3 		$1.57M Buy
52,580
+17,810
+51% +$512K 0.06% 363
2024
Q2 		$955K Buy
34,770
+7,992
+30% +$220K 0.04% 453
2024
Q1 		$764K Buy
26,778
+3,614
+16% +$98.5K 0.03% 481
2023
Q4 		$641K Buy
23,164
+3,940
+20% +$97.7K 0.03% 507
2023
Q3 		$466K Buy
19,224
+190
+1% +$4.84K 0.02% 618
2023
Q2 		$480K Buy
19,034
+290
+2% +$6.96K 0.02% 670
2023
Q1 		$373K Sell
18,744
-9,370
-33% -$234K 0.02% 700
2022
Q4 		$568K Sell
28,114
-1,892
-6% -$44.5K 0.02% 840
2022
Q3 		$606K Buy
30,006
+8,996
+43% +$214K 0.02% 836
2022
Q2 		$427K Hold
21,010
– – 0.01% 909
2022
Q1 		$427K Buy
21,010
+804
+4% +$21.3K 0.01% 909
2021
Q4 		$567K Sell
20,206
-3,826
-16% -$105K 0.01% 554
2021
Q3 		$636K Buy
24,032
+4,812
+25% +$128K 0.01% 516
2021
Q2 		$523K Buy
19,220
+198
+1% +$5.27K 0.01% 535
2021
Q1 		$483K Sell
19,022
-7,550
-28% -$183K 0.01% 531
2020
Q4 		$569K Buy
26,572
+3,918
+17% +$75.5K 0.02% 468
2020
Q3 		$375K Buy
22,654
+2,596
+13% +$43.6K 0.02% 509
2020
Q2 		$313K Buy
20,058
+982
+5% +$14.5K 0.02% 528
2020
Q1 		$254K Sell
19,076
-1,496
-7% -$26.5K 0.03% 504
2019
Q4 		$413K Sell
20,572
-11,262
-35% -$219K 0.03% 469
2019
Q3 		$602K Buy
+31,834
New +$595K 0.04% 444
2019
Q1 		$33K Sell
1,782
-89,404
-98% -$1.64M ﹤0.01% 1136
2018
Q4 		$1.49M Sell
91,186
-77,678
-46% -$1.42M 0.09% 241
2018
Q3 		$3.44M Sell
168,864
-4,796
-3% -$98.1K 0.14% 169
2018
Q2 		$3.46M Sell
173,660
-12,578
-7% -$246K 0.15% 162
2018
Q1 		$3.53M Hold
186,238
– – 0.16% 147
2017
Q4 		$3.53M Buy
186,238
+5,120
+3% +$94.8K 0.16% 147
2017
Q3 		$3.29M Buy
181,118
+10,988
+6% +$191K 0.13% 177
2017
Q2 		$2.96M Buy
170,130
+25,794
+18% +$446K 0.13% 188
2017
Q1 		$2.5M Buy
144,336
+38,180
+36% +$660K 0.11% 207
2016
Q4 		$1.81M Buy
106,156
+6,454
+6% +$104K 0.09% 251
2016
Q3 		$1.55M Buy
99,702
+3,782
+4% +$58.1K 0.08% 262
2016
Q2 		$1.41M Buy
95,920
+94,138
+5,283% +$1.37M 0.08% 277
2016
Q1 		$33K Sell
1,782
-84,036
-98% -$1.11M ﹤0.01% 1136
2015
Q4 		$1.2M Buy
+85,818
New +$1.23M 0.08% 265

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

IFP Advisors's FNDA Position: Q2 2026 in Review

IFP Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 16% in Q2 2026, buying an estimated $476K and bringing the position to 95,067 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #329.

IFP Advisors first reported a position in FNDA in Q4 2015 and has held it in 42 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • IFP Advisors held 95,067 shares of Schwab Fundamental US Small Company Index ETF worth $3.62M as of Q2 2026.
  • IFP Advisors bought 13,341 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $476K.
  • Schwab Fundamental US Small Company Index ETF made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #329 holding.
  • IFP Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2015 and has held it in 42 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.