Russell Investments Group
FNDA icon

Russell Investments Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Russell Investments Group’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 		$16.1K Sell
497
-348
-41% -$11.6K ﹤0.01% 3676
2025
Q4 		$26.6K Buy
845
+410
+94% +$12.8K ﹤0.01% 3523
2025
Q3 		$13.6K Sell
435
-53
-11% -$1.61K ﹤0.01% 3714
2025
Q2 		$14K Sell
488
-231
-32% -$6.27K ﹤0.01% 3265
2025
Q1 		$19.7K Buy
+719
New +$21K ﹤0.01% 3112

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

Russell Investments Group's FNDA Position: Q1 2026 in Review

Russell Investments Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 41% in Q1 2026, selling an estimated $11.6K and leaving 497 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3676.

Russell Investments Group first reported a position in FNDA in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.6K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Russell Investments Group held 497 shares of Schwab Fundamental US Small Company Index ETF worth $16.1K as of Q1 2026.
  • Russell Investments Group sold 348 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $11.6K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3676 holding.
  • Russell Investments Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Russell Investments Group's Schwab Fundamental US Small Company Index ETF position peaked at $26.6K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.