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Regal Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Regal Investment 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 		$266K Sell
8,216
-79
-1% -$2.64K 0.02% 561
2025
Q4 		$261K Buy
8,295
+141
+2% +$4.4K 0.02% 539
2025
Q3 		$254K Buy
+8,154
New +$248K 0.02% 493
2025
Q2 		– Sell
-11,267
Closed -$309K – 493
2025
Q1 		$309K Buy
11,267
+10
+0.1% +$293 0.03% 395
2024
Q4 		$334K Buy
11,257
+3
+0% +$92 0.03% 388
2024
Q3 		$335K Buy
11,254
+4
+0% +$115 0.02% 426
2024
Q2 		$309K Buy
11,250
+66
+0.6% +$1.82K 0.02% 451
2024
Q1 		$319K Buy
11,184
+3,260
+41% +$88.9K 0.02% 447
2023
Q4 		$219K Buy
+7,924
New +$197K 0.02% 495

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

Regal Investment Advisors's FNDA Position: Q1 2026 in Review

Regal Investment Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.95% in Q1 2026, selling an estimated $2.64K and leaving 8,216 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #561.

Regal Investment Advisors first reported a position in FNDA in Q4 2023 and has held it in 9 quarters since. The position peaked at $335K in Q3 2024. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Regal Investment Advisors held 8,216 shares of Schwab Fundamental US Small Company Index ETF worth $266K as of Q1 2026.
  • Regal Investment Advisors sold 79 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $2.64K.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #561 holding.
  • Regal Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 9 quarters since.
  • Regal Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $335K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.