Mission Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Mission Wealth Management’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	$1.44M	Buy	37,790 +28,216	+295%	+$1.01M	0.02%	375
2026 Q1	$310K	Buy	9,574 +2,368	+33%	+$79.3K	0.01%	601
2025 Q4	$227K	Sell	7,206 -31	-0.4%	-$967	﹤0.01%	669
2025 Q3	$225K	Sell	7,237 -116	-2%	-$3.52K	﹤0.01%	651
2025 Q2	$211K	Buy	+7,353	New	+$199K	﹤0.01%	653
2024 Q2	–	Sell	-14,908	Closed	-$425K	–	694
2024 Q1	$425K	Buy	+14,908	New	+$406K	0.01%	474

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

Mission Wealth Management's FNDA Position: Q2 2026 in Review

Mission Wealth Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 295% in Q2 2026, buying an estimated $1.01M and bringing the position to 37,790 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #375.

Mission Wealth Management first reported a position in FNDA in Q1 2024 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Mission Wealth Management held 37,790 shares of Schwab Fundamental US Small Company Index ETF worth $1.44M as of Q2 2026.
Mission Wealth Management bought 28,216 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $1.01M.
Schwab Fundamental US Small Company Index ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #375 holding.
Mission Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and has held it in 6 quarters since.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.