JFGIW
FNDA icon

Johnson Financial Group Inc (Wisconsin)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$120K Sell
3,155
-2,285
-42% -$81.5K ﹤0.01% 374
2026
Q1 		$176K Hold
5,440
– – 0.01% 333
2025
Q4 		$171K Sell
5,440
-300
-5% -$9.35K 0.01% 343
2025
Q3 		$179K Sell
5,740
-18
-0.3% -$547 0.01% 372
2025
Q2 		$165K Buy
5,758
+18
+0.3% +$488 0.01% 328
2025
Q1 		$157K Hold
5,740
– – 0.01% 398
2024
Q4 		$175K Buy
+5,740
New +$175K 0.01% 309
2024
Q1 		– Sell
-914
Closed -$25.3K – 854
2023
Q4 		$25.3K Buy
914
+628
+220% +$15.6K ﹤0.01% 518
2023
Q3 		$6.93K Sell
286
-236
-45% -$6.02K ﹤0.01% 550
2023
Q2 		$13.2K Buy
+522
New +$12.5K ﹤0.01% 527

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

Johnson Financial Group Inc (Wisconsin)'s FNDA Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 42% in Q2 2026, selling an estimated $81.5K and leaving 3,155 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Johnson Financial Group Inc (Wisconsin) first reported a position in FNDA in Q2 2023 and has held it in 10 quarters since. The position peaked at $179K in Q3 2025. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,155 shares of Schwab Fundamental US Small Company Index ETF worth $120K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 2,285 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $81.5K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #374 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and has held it in 10 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab Fundamental US Small Company Index ETF position peaked at $179K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.