Pinney & Scofield’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Pinney & Scofield’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	$24.9K	Buy	768 +1	+0.1%	+$33	0.01%	153
2025 Q4	$24.2K	Buy	767 +3	+0.4%	+$94	0.01%	144
2025 Q3	$23.8K	Buy	764 +3	+0.4%	+$91	0.01%	137
2025 Q2	$21.8K	Buy	761 +2	+0.3%	+$54	0.01%	143
2025 Q1	$20.8K	Buy	759 +1	+0.1%	+$29	0.02%	140
2024 Q4	$22.5K	Buy	+758	New	+$23.2K	0.02%	137

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Pinney & Scofield's FNDA Position: Q1 2026 in Review

Pinney & Scofield increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.13% in Q1 2026, buying an estimated $33 and bringing the position to 768 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #153.

Pinney & Scofield first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Pinney & Scofield held 768 shares of Schwab Fundamental US Small Company Index ETF worth $24.9K as of Q1 2026.
Pinney & Scofield bought 1 Schwab Fundamental US Small Company Index ETF share in Q1 2026, an estimated $33.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Pinney & Scofield's portfolio in Q1 2026, its #153 holding.
Pinney & Scofield first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.