Range Advisory’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Range Advisory’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	$696K	Buy	18,298 +1,007	+6%	+$35.9K	0.08%	126
2026 Q1	$561K	Buy	17,291 +4,375	+34%	+$146K	0.1%	111
2025 Q4	$407K	Buy	+12,916	New	+$403K	0.1%	112

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

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Range Advisory's FNDA Position: Q2 2026 in Review

Range Advisory increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 5.8% in Q2 2026, buying an estimated $35.9K and bringing the position to 18,298 shares worth $696K. The position accounts for 0.08% of the portfolio, ranked #126.

Range Advisory first reported a position in FNDA in Q4 2025 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Range Advisory held 18,298 shares of Schwab Fundamental US Small Company Index ETF worth $696K as of Q2 2026.
Range Advisory bought 1,007 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $35.9K.
Schwab Fundamental US Small Company Index ETF made up 0.08% of Range Advisory's portfolio in Q2 2026, its #126 holding.
Range Advisory first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 3 quarters since.
489 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Range Advisory's 13F filing for Q2 2026, filed 2 Sep 2026.