Neuberger Berman Group
FNDA icon

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
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 $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

Neuberger Berman Group's FNDA Position: Q1 2026 in Review

Neuberger Berman Group held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 23,468 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Neuberger Berman Group first reported a position in FNDA in Q3 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Neuberger Berman Group held 23,468 shares of Schwab Fundamental US Small Company Index ETF worth $761K as of Q1 2026.
  • Neuberger Berman Group left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1510 holding.
  • Neuberger Berman Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.