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

Lido 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	$3.23M	Buy	84,899 +15,735	+23%	+$561K	0.01%	631
2026 Q1	$2.24M	Sell	69,164 -14,582	-17%	-$488K	0.01%	679
2025 Q4	$2.62M	Buy	83,746 +1,810	+2%	+$56.4K	0.01%	638
2025 Q3	$2.55M	Buy	81,936 +19,140	+30%	+$581K	0.01%	621
2025 Q2	$1.8M	Buy	62,796 +6,870	+12%	+$186K	0.01%	617
2025 Q1	$1.53M	Buy	55,926 +3,637	+7%	+$106K	0.01%	611
2024 Q4	$1.55M	Buy	52,289 +27,959	+115%	+$854K	0.01%	602
2024 Q3	$725K	Buy	24,330 +16,310	+203%	+$469K	﹤0.01%	829
2024 Q2	$221K	Buy	8,020 +870	+12%	+$24K	﹤0.01%	1252
2024 Q1	$204K	Buy	+7,150	New	+$195K	﹤0.01%	1256

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Lido Advisors's FNDA Position: Q2 2026 in Review

Lido Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 23% in Q2 2026, buying an estimated $561K and bringing the position to 84,899 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #631.

Lido Advisors first reported a position in FNDA in Q1 2024 and has held it in 10 quarters since. 489 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Lido Advisors held 84,899 shares of Schwab Fundamental US Small Company Index ETF worth $3.23M as of Q2 2026.
Lido Advisors bought 15,735 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $561K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #631 holding.
Lido Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and has held it in 10 quarters since.
489 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.