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Plante Moran Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Plante Moran Financial Advisors’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 		$93.2K Hold
2,874
– – 0.01% 232
2025
Q4 		$90.6K Hold
2,874
– – 0.01% 246
2025
Q3 		$89.6K Hold
2,874
– – 0.01% 260
2025
Q2 		$82.3K Hold
2,874
– – 0.01% 268
2025
Q1 		$78.7K Hold
2,874
– – 0.01% 277
2024
Q4 		$85.4K Hold
2,874
– – 0.01% 278
2024
Q3 		$85.6K Hold
2,874
– – 0.01% 304
2024
Q2 		$78.9K Sell
2,874
-188
-6% -$5.18K 0.01% 273
2024
Q1 		$87.3K Sell
3,062
-846
-22% -$23.1K 0.01% 267
2023
Q4 		$108K Buy
3,908
+1,034
+36% +$25.6K 0.01% 240
2023
Q3 		$69.7K Buy
2,874
+246
+9% +$6.27K 0.01% 262
2023
Q2 		$66.3K Hold
2,628
– – 0.01% 268
2023
Q1 		$64K Sell
2,628
-1,524
-37% -$38.1K 0.01% 264
2022
Q4 		$97K Buy
4,152
+1,028
+33% +$24.2K 0.01% 232
2022
Q3 		$66K Buy
3,124
+2,850
+1,040% +$67.9K 0.01% 273
2022
Q2 		$6K Sell
274
-880
-76% -$21.7K ﹤0.01% 681
2022
Q1 		$31K Buy
1,154
+880
+321% +$23.4K 0.01% 409
2021
Q4 		$8K Hold
274
– – ﹤0.01% 720
2021
Q3 		$7K Hold
274
– – ﹤0.01% 740
2021
Q2 		$7K Hold
274
– – ﹤0.01% 726
2021
Q1 		$7K Buy
+274
New +$6.63K ﹤0.01% 709
2019
Q1 		– Sell
-182
Closed -$3K – 831
2018
Q4 		$3K Buy
+182
New +$3.33K ﹤0.01% 653
2018
Q1 		– Sell
-2,676
Closed -$51K – 968
2017
Q4 		$51K Hold
2,676
– – 0.03% 345
2017
Q3 		$49K Buy
+2,676
New +$46.5K 0.03% 313

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

Plante Moran Financial Advisors's FNDA Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 2,874 shares worth $93.2K. The position accounts for 0.01% of the portfolio, ranked #232.

Plante Moran Financial Advisors first reported a position in FNDA in Q3 2017 and has held it in 24 quarters since. The position peaked at $108K in Q4 2023. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Plante Moran Financial Advisors held 2,874 shares of Schwab Fundamental US Small Company Index ETF worth $93.2K as of Q1 2026.
  • Plante Moran Financial Advisors 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 Plante Moran Financial Advisors's portfolio in Q1 2026, its #232 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2017 and has held it in 24 quarters since.
  • Plante Moran Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $108K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.