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Meridian Investment Counsel’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Meridian Investment Counsel’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 		$2.64M Sell
69,487
-941
-1% -$33.6K 0.57% 56
2026
Q1 		$2.28M Buy
70,428
+2,245
+3% +$75.1K 0.54% 61
2025
Q4 		$2.15M Buy
68,183
+5,575
+9% +$174K 0.52% 62
2025
Q3 		$1.95M Buy
+62,608
New +$1.9M 0.48% 68
2024
Q4 		– Sell
-6,832
Closed -$203K – 216
2024
Q3 		$203K Buy
+6,832
New +$196K 0.06% 207

Other funds holding FNDA

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
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
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Meridian Investment Counsel's FNDA Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.3% in Q2 2026, selling an estimated $33.6K and leaving 69,487 shares worth $2.64M. The position accounts for 0.57% of the portfolio, ranked #56.

Meridian Investment Counsel first reported a position in FNDA in Q3 2024 and has held it in 5 quarters since. 308 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Meridian Investment Counsel held 69,487 shares of Schwab Fundamental US Small Company Index ETF worth $2.64M as of Q2 2026.
  • Meridian Investment Counsel sold 941 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $33.6K.
  • Schwab Fundamental US Small Company Index ETF made up 0.57% of Meridian Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • Meridian Investment Counsel first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 5 quarters since.
  • 308 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.