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Range Advisory, LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Range Advisory, LLC’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 		$696K Buy
18,298
+1,007
+6% +$35.9K 0.08% 126
2026
Q1 		$561K Buy
17,291
+4,375
+34% +$146K 0.1% 111
2025
Q4 		$407K Buy
+12,916
New +$403K 0.1% 112

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

Range Advisory, LLC's FNDA Position: Q2 2026 in Review

Range Advisory, LLC increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 5.8% in Q2 2026, buying an estimated $35.9K and bringing the position to 18,298 shares worth $696K. The position accounts for 0.08% of the portfolio, ranked #126.

Range Advisory, LLC first reported a position in FNDA in Q4 2025 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Range Advisory, LLC held 18,298 shares of Schwab Fundamental US Small Company Index ETF worth $696K as of Q2 2026.
  • Range Advisory, LLC bought 1,007 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $35.9K.
  • Schwab Fundamental US Small Company Index ETF made up 0.08% of Range Advisory, LLC's portfolio in Q2 2026, its #126 holding.
  • Range Advisory, LLC first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.