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

Pure 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
Q2 		$206K Buy
+5,410
New +$193K ﹤0.01% 611
2025
Q4 		– Sell
-6,818
Closed -$212K – 546
2025
Q3 		$212K Buy
+6,818
New +$207K ﹤0.01% 470

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

Pure Financial Advisors's FNDA Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 5,410 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Pure Financial Advisors previously reported a position in FNDA as recently as Q3 2025.

Pure Financial Advisors first reported a position in FNDA in Q3 2025 and has held it in 2 quarters since. The position peaked at $212K in Q3 2025. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Pure Financial Advisors held 5,410 shares of Schwab Fundamental US Small Company Index ETF worth $206K as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Pure Financial Advisors position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #611 holding.
  • Pure Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 2 quarters since.
  • Pure Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $212K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.