Mercer Global Advisors
FNDA icon

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

Mercer Global 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
Q1 		$4.89M Buy
150,823
+20,329
+16% +$680K 0.01% 771
2025
Q4 		$4.11M Buy
130,494
+37,398
+40% +$1.17M 0.01% 783
2025
Q3 		$2.9M Buy
93,096
+14,063
+18% +$427K ﹤0.01% 882
2025
Q2 		$2.26M Sell
79,033
-19,771
-20% -$536K ﹤0.01% 834
2025
Q1 		$2.71M Buy
98,804
+22,366
+29% +$654K 0.01% 734
2024
Q4 		$2.27M Sell
76,438
-53,322
-41% -$1.63M 0.01% 782
2024
Q3 		$1.92M Buy
129,760
+56,908
+78% +$1.64M ﹤0.01% 783
2024
Q2 		$2M Buy
72,852
+14,422
+25% +$398K 0.01% 721
2024
Q1 		$1.6M Sell
58,430
-28,370
-33% -$774K ﹤0.01% 784
2023
Q4 		$2.4M Buy
86,800
+46,550
+116% +$1.15M 0.01% 678
2023
Q3 		$976K Buy
40,250
+4,696
+13% +$120K ﹤0.01% 951
2023
Q2 		$897K Buy
35,554
+228
+0.6% +$5.47K ﹤0.01% 979
2023
Q1 		$860K Sell
35,326
-8,430
-19% -$211K ﹤0.01% 966
2022
Q4 		$1.02M Sell
43,756
-1,066
-2% -$25.1K 0.01% 907
2022
Q3 		$953K Buy
44,822
+1,976
+5% +$47.1K 0.01% 863
2022
Q2 		$969K Buy
42,846
+5,182
+14% +$128K 0.01% 860
2022
Q1 		$1.01M Buy
37,664
+190
+0.5% +$5.04K 0.01% 888
2021
Q4 		$1.04M Sell
37,474
-1,900
-5% -$52.3K 0.01% 867
2021
Q3 		$1.04M Buy
39,374
+5,280
+15% +$140K 0.01% 841
2021
Q2 		$927K Buy
34,094
+1,710
+5% +$45.5K 0.01% 870
2021
Q1 		$820K Sell
32,384
-1,018
-3% -$24.6K 0.01% 868
2020
Q4 		$717K Buy
33,402
+19,928
+148% +$384K 0.01% 730
2020
Q3 		$223K Sell
13,474
-5,294
-28% -$88.8K ﹤0.01% 1075
2020
Q2 		$298K Sell
18,768
-8,596
-31% -$127K 0.01% 853
2020
Q1 		$354K Buy
27,364
+16,200
+145% +$287K 0.01% 762
2019
Q4 		$225K Sell
11,164
-2,086
-16% -$40.5K ﹤0.01% 1034
2019
Q3 		$250K Sell
13,250
-3,186
-19% -$59.6K 0.01% 953
2019
Q2 		$310K Buy
16,436
+4,404
+37% +$82.7K 0.01% 859
2019
Q1 		$224K Buy
+12,032
New +$221K 0.01% 950

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

Mercer Global Advisors's FNDA Position: Q1 2026 in Review

Mercer Global Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 16% in Q1 2026, buying an estimated $680K and bringing the position to 150,823 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #771.

Mercer Global Advisors first reported a position in FNDA in Q1 2019 and has held it in 29 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Mercer Global Advisors held 150,823 shares of Schwab Fundamental US Small Company Index ETF worth $4.89M as of Q1 2026.
  • Mercer Global Advisors bought 20,329 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $680K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #771 holding.
  • Mercer Global Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2019 and has held it in 29 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.