Quantinno Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Quantinno Capital Management’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	$4.21M	Buy	129,807 +29,832	+30%	+$998K	0.01%	1224
2025 Q4	$3.15M	Buy	99,975 +69,212	+225%	+$2.16M	0.01%	1200
2025 Q3	$959K	Buy	30,763 +4,971	+19%	+$151K	﹤0.01%	1518
2025 Q2	$739K	Buy	25,792 +15,144	+142%	+$411K	﹤0.01%	1429
2025 Q1	$292K	Buy	10,648 +1,263	+13%	+$37K	﹤0.01%	1643
2024 Q4	$279K	Buy	+9,385	New	+$287K	﹤0.01%	1417

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

Quantinno Capital Management's FNDA Position: Q1 2026 in Review

Quantinno Capital Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 30% in Q1 2026, buying an estimated $998K and bringing the position to 129,807 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #1224.

Quantinno Capital Management 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.

Quantinno Capital Management held 129,807 shares of Schwab Fundamental US Small Company Index ETF worth $4.21M as of Q1 2026.
Quantinno Capital Management bought 29,832 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $998K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1224 holding.
Quantinno Capital Management 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 Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.