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Nations Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Nations Financial Group’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 		– Sell
-7,851
Closed -$247K – 786
2025
Q4 		$247K Sell
7,851
-2,327
-23% -$72.6K 0.01% 663
2025
Q3 		$317K Sell
10,178
-168
-2% -$5.1K 0.02% 588
2025
Q2 		$296K Sell
10,346
-173
-2% -$4.69K 0.02% 564
2025
Q1 		$288K Buy
10,519
+61
+0.6% +$1.78K 0.02% 544
2024
Q4 		$311K Sell
10,458
-452
-4% -$13.8K 0.02% 544
2024
Q3 		$325K Buy
10,910
+1,464
+15% +$42.1K 0.02% 548
2024
Q2 		$259K Buy
+9,446
New +$261K 0.02% 559

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

Nations Financial Group's FNDA Position: Q1 2026 in Review

Nations Financial Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 7,851 shares — an estimated $247K sold.

Nations Financial Group first reported a position in FNDA in Q2 2024 and held it in 7 quarters. The position peaked at $325K in Q3 2024. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Nations Financial Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • Nations Financial Group sold 7,851 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $247K.
  • Nations Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and held it in 7 quarters.
  • Nations Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $325K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.