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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
Q2 		– Sell
-8,216
Closed -$266K – 662
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 $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

Regal Investment Advisors's FNDA Position: Q2 2026 in Review

Regal Investment Advisors sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 8,216 shares — an estimated $266K sold.

Regal Investment Advisors first reported a position in FNDA in Q4 2023 and held it in 9 quarters. The position peaked at $335K in Q3 2024. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Regal Investment Advisors reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 8,216 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $266K.
  • Regal Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and held it in 9 quarters.
  • Regal Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $335K in Q3 2024.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.