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 Q2	$6.35M	Buy	166,945 +16,122	+11%	+$575K	0.01%	767
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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

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

Mercer Global Advisors's FNDA Position: Q2 2026 in Review

Mercer Global Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 11% in Q2 2026, buying an estimated $575K and bringing the position to 166,945 shares worth $6.35M. The position accounts for 0.01% of the portfolio, ranked #767.

Mercer Global Advisors first reported a position in FNDA in Q1 2019 and has held it in 30 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Mercer Global Advisors held 166,945 shares of Schwab Fundamental US Small Company Index ETF worth $6.35M as of Q2 2026.
Mercer Global Advisors bought 16,122 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $575K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #767 holding.
Mercer Global Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2019 and has held it in 30 quarters since.
488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.