Neuberger Berman Group
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Neuberger Berman Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Neuberger Berman 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
Q2 		$861K Sell
22,626
-842
-4% -$30K ﹤0.01% 1578
2026
Q1 		$761K Hold
23,468
– – ﹤0.01% 1510
2025
Q4 		$739K Buy
23,468
+842
+4% +$26.3K ﹤0.01% 1499
2025
Q3 		$705K Hold
22,626
– – ﹤0.01% 1476
2025
Q2 		$648K Sell
22,626
-1,056
-4% -$28.6K ﹤0.01% 1503
2025
Q1 		$649K Hold
23,682
– – ﹤0.01% 1465
2024
Q4 		$703K Hold
23,682
– – ﹤0.01% 1418
2024
Q3 		$705K Buy
+23,682
New +$681K ﹤0.01% 1409

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
UBS Group
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

Neuberger Berman Group's FNDA Position: Q2 2026 in Review

Neuberger Berman Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3.6% in Q2 2026, selling an estimated $30K and leaving 22,626 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Neuberger Berman Group first reported a position in FNDA in Q3 2024 and has held it in 8 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Neuberger Berman Group held 22,626 shares of Schwab Fundamental US Small Company Index ETF worth $861K as of Q2 2026.
  • Neuberger Berman Group sold 842 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $30K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1578 holding.
  • Neuberger Berman Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.