Resonant Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Resonant Capital 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	$29M	Sell	763,063 -8,670	-1%	-$309K	1.39%	17
2026 Q1	$25M	Sell	771,733 -149,129	-16%	-$4.99M	1.31%	18
2025 Q4	$29M	Buy	920,862 +18,325	+2%	+$571K	1.59%	14
2025 Q3	$28.1M	Buy	902,537 +11,885	+1%	+$361K	1.64%	15
2025 Q2	$25.5M	Buy	890,652 +11,248	+1%	+$305K	1.63%	16
2025 Q1	$24.1M	Buy	879,404 +18,863	+2%	+$552K	1.68%	16
2024 Q4	$25.6M	Buy	860,541 +6,781	+0.8%	+$207K	1.87%	13
2024 Q3	$25.4M	Buy	853,760 +19,620	+2%	+$564K	1.87%	13
2024 Q2	$23M	Buy	834,140 +42,336	+5%	+$1.17M	1.87%	13
2024 Q1	$22.6M	Buy	791,804 +31,392	+4%	+$856K	1.93%	13
2023 Q4	$21M	Sell	760,412 -45,190	-6%	-$1.12M	2.03%	13
2023 Q3	$19.5M	Buy	805,602 +5,680	+0.7%	+$145K	2.08%	12
2023 Q2	$20.2M	Sell	799,922 -23,282	-3%	-$559K	2.19%	10
2023 Q1	$20M	Buy	823,204 +142,864	+21%	+$3.57M	2.27%	8
2022 Q4	$15.9M	Sell	680,340 -90,270	-12%	-$2.12M	1.98%	11
2022 Q3	$16.4M	Buy	770,610 +29,056	+4%	+$693K	2.49%	8
2022 Q2	$16.8M	Buy	741,554 +4,114	+0.6%	+$102K	2.62%	8
2022 Q1	$19.8M	Buy	737,440 +25,782	+4%	+$684K	2.94%	8
2021 Q4	$19.8M	Buy	711,658 +30,860	+5%	+$850K	2.98%	10
2021 Q3	$17.9M	Buy	680,798 +39,778	+6%	+$1.06M	3.12%	9
2021 Q2	$17.4M	Buy	641,020 +17,060	+3%	+$454K	3.37%	10
2021 Q1	$15.8M	Buy	623,960 +31,372	+5%	+$759K	3.25%	10
2020 Q4	$12.7M	Buy	592,588 +30,402	+5%	+$586K	3.01%	10
2020 Q3	$9.29M	Buy	562,186 +23,212	+4%	+$390K	2.65%	12
2020 Q2	$8.55M	Buy	538,974 +338,354	+169%	+$5.01M	2.48%	12
2020 Q1	$2.6M	Buy	200,620 +87,642	+78%	+$1.55M	0.95%	22
2019 Q4	$2.27M	Buy	+112,978	New	+$2.2M	0.72%	35

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

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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

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

Resonant Capital Advisors's FNDA Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.1% in Q2 2026, selling an estimated $309K and leaving 763,063 shares worth $29M. The position accounts for 1.39% of the portfolio, ranked #17.

Resonant Capital Advisors first reported a position in FNDA in Q4 2019 and has held it in 27 quarters since. 485 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Resonant Capital Advisors held 763,063 shares of Schwab Fundamental US Small Company Index ETF worth $29M as of Q2 2026.
Resonant Capital Advisors sold 8,670 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $309K.
Schwab Fundamental US Small Company Index ETF made up 1.39% of Resonant Capital Advisors's portfolio in Q2 2026, its #17 holding.
Resonant Capital Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and has held it in 27 quarters since.
485 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.