Lido Advisors
FNDA icon

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
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

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. 486 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.
  • 486 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.