Parkside Financial Bank & Trust’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Parkside Financial Bank & Trust’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	$1.01K	Hold	26	–	–	﹤0.01%	2411
2026 Q1	$856	Hold	26	–	–	﹤0.01%	2407
2025 Q4	$830	Hold	26	–	–	﹤0.01%	2402
2025 Q3	$817	Hold	26	–	–	﹤0.01%	2365
2025 Q2	$749	Hold	26	–	–	﹤0.01%	2359
2025 Q1	$714	Hold	26	–	–	﹤0.01%	2214
2024 Q4	$773	Buy	+26	New	+$794	﹤0.01%	1786

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

Parkside Financial Bank & Trust's FNDA Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 26 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

Parkside Financial Bank & Trust first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Parkside Financial Bank & Trust held 26 shares of Schwab Fundamental US Small Company Index ETF worth $1.01K as of Q2 2026.
Parkside Financial Bank & Trust left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2411 holding.
Parkside Financial Bank & Trust first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.