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

Mutual 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 		$1.26M Buy
38,714
+7,747
+25% +$259K 0.03% 508
2025
Q4 		$976K Buy
30,967
+3,252
+12% +$101K 0.02% 587
2025
Q3 		$867K Buy
27,715
+8
+0% +$243 0.02% 628
2025
Q2 		$832K Buy
27,707
+923
+3% +$25K 0.02% 588
2025
Q1 		$701K Buy
26,784
+2,637
+11% +$77.2K 0.02% 578
2024
Q4 		$732K Sell
24,147
-26,597
-52% -$812K 0.02% 578
2024
Q3 		$749K Buy
50,744
+24,590
+94% +$707K 0.02% 576
2024
Q2 		$777K Buy
26,154
+5,118
+24% +$141K 0.02% 562
2024
Q1 		$600K Buy
21,036
+4,198
+25% +$114K 0.02% 633
2023
Q4 		$466K Sell
16,838
-1,864
-10% -$46.2K 0.02% 676
2023
Q3 		$453K Buy
18,702
+1,216
+7% +$31K 0.02% 643
2023
Q2 		$441K Buy
17,486
+550
+3% +$13.2K 0.02% 678
2023
Q1 		$412K Sell
16,936
-96
-0.6% -$2.4K 0.02% 685
2022
Q4 		$398K Buy
17,032
+1,744
+11% +$41K 0.02% 652
2022
Q3 		$325K Buy
+15,288
New +$364K 0.02% 692

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

Mutual Advisors's FNDA Position: Q1 2026 in Review

Mutual Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 25% in Q1 2026, buying an estimated $259K and bringing the position to 38,714 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #508.

Mutual Advisors first reported a position in FNDA in Q3 2022 and has held it in 15 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Mutual Advisors held 38,714 shares of Schwab Fundamental US Small Company Index ETF worth $1.26M as of Q1 2026.
  • Mutual Advisors bought 7,747 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $259K.
  • Schwab Fundamental US Small Company Index ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #508 holding.
  • Mutual Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and has held it in 15 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.