IIA
FNDA icon

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

Integral 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 		$243K Sell
6,392
-200
-3% -$7.13K 0.05% 164
2026
Q1 		$214K Hold
6,592
– – 0.05% 167
2025
Q4 		$208K Hold
6,592
– – 0.05% 174
2025
Q3 		$205K Buy
+6,592
New +$200K 0.06% 159

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

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

Integral Investment Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3% in Q2 2026, selling an estimated $7.13K and leaving 6,392 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #164.

Integral Investment Advisors first reported a position in FNDA in Q3 2025 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Integral Investment Advisors held 6,392 shares of Schwab Fundamental US Small Company Index ETF worth $243K as of Q2 2026.
  • Integral Investment Advisors sold 200 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $7.13K.
  • Schwab Fundamental US Small Company Index ETF made up 0.05% of Integral Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Integral Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.