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

Integrated Advisors Network’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
Q1 		– Sell
-7,151
Closed -$225K – 726
2025
Q4 		$225K Buy
7,151
+5
+0.1% +$156 0.01% 665
2025
Q3 		$223K Sell
7,146
-229
-3% -$6.96K 0.01% 725
2025
Q2 		$211K Buy
7,375
+3
+0% +$81 0.01% 712
2025
Q1 		$202K Sell
7,372
-108
-1% -$3.16K 0.01% 685
2024
Q4 		$222K Buy
7,480
+4
+0.1% +$122 0.01% 645
2024
Q3 		$223K Sell
7,476
-216
-3% -$6.21K 0.01% 667
2024
Q2 		$211K Sell
7,692
-20
-0.3% -$552 0.01% 650
2024
Q1 		$220K Sell
7,712
-8
-0.1% -$218 0.01% 663
2023
Q4 		$214K Buy
+7,720
New +$191K 0.01% 622
2023
Q3 		– Sell
-8,398
Closed -$212K – 678
2023
Q2 		$212K Sell
8,398
-396
-5% -$9.51K 0.01% 622
2023
Q1 		$214K Sell
8,794
-1,270
-13% -$31.7K 0.01% 614
2022
Q4 		$235K Sell
10,064
-492
-5% -$11.6K 0.02% 554
2022
Q3 		$224K Buy
10,556
+654
+7% +$15.6K 0.02% 570
2022
Q2 		$224K Sell
9,902
-1,332
-12% -$32.9K 0.01% 595
2022
Q1 		$300K Sell
11,234
-224
-2% -$5.95K 0.02% 543
2021
Q4 		$319K Sell
11,458
-182
-2% -$5.01K 0.02% 519
2021
Q3 		$307K Sell
11,640
-90
-0.8% -$2.39K 0.02% 509
2021
Q2 		$319K Sell
11,730
-702
-6% -$18.7K 0.02% 460
2021
Q1 		$315K Sell
12,432
-1,578
-11% -$38.2K 0.03% 420
2020
Q4 		$301K Sell
14,010
-762
-5% -$14.7K 0.03% 389
2020
Q3 		$244K Buy
14,772
+86
+0.6% +$1.44K 0.03% 375
2020
Q2 		$233K Buy
+14,686
New +$217K 0.03% 393
2020
Q1 		– Sell
-11,190
Closed -$225K – 399
2019
Q4 		$225K Buy
+11,190
New +$217K 0.03% 374

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Advisors Network's FNDA Position: Q1 2026 in Review

Integrated Advisors Network sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 7,151 shares — an estimated $225K sold.

Integrated Advisors Network first reported a position in FNDA in Q4 2019 and held it in 23 quarters. The position peaked at $319K in Q4 2021. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Integrated Advisors Network reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 7,151 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $225K.
  • Integrated Advisors Network first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and held it in 23 quarters.
  • Integrated Advisors Network's Schwab Fundamental US Small Company Index ETF position peaked at $319K in Q4 2021.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.