SAG
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SageView Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

SageView Advisory 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
Q2 		$1.54M Sell
40,561
-28
-0.1% -$999 0.05% 187
2026
Q1 		$1.32M Sell
40,589
-1,349
-3% -$45.2K 0.05% 200
2025
Q4 		$1.32M Sell
41,938
-1,336
-3% -$41.7K 0.04% 218
2025
Q3 		$1.35M Sell
43,274
-2,095
-5% -$63.6K 0.05% 229
2025
Q2 		$1.36M Sell
45,369
-908
-2% -$24.6K 0.05% 201
2025
Q1 		$1.27M Sell
46,277
-1,946
-4% -$56.9K 0.05% 195
2024
Q4 		$1.43M Sell
48,223
-5,745
-11% -$175K 0.06% 171
2024
Q3 		$1.61M Sell
53,968
-6,426
-11% -$185K 0.08% 134
2024
Q2 		$1.66M Sell
60,394
-5,847,486
-99% -$161M 0.08% 144
2024
Q1 		$74.6M Buy
5,907,880
+5,826,182
+7,131% +$159M 3.77% 7
2023
Q4 		$2.22M Sell
81,698
-131,958
-62% -$3.27M 0.1% 128
2023
Q3 		$5.18M Buy
213,656
+8,422
+4% +$215K 0.3% 44
2023
Q2 		$5.18M Buy
205,234
+23,744
+13% +$570K 0.29% 51
2023
Q1 		$4.42M Sell
181,490
-12,414
-6% -$310K 0.28% 55
2022
Q4 		$4.53M Buy
+193,904
New +$4.56M 0.37% 56

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

SageView Advisory Group's FNDA Position: Q2 2026 in Review

SageView Advisory Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.07% in Q2 2026, selling an estimated $999 and leaving 40,561 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #187.

SageView Advisory Group first reported a position in FNDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $74.6M in Q1 2024. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • SageView Advisory Group held 40,561 shares of Schwab Fundamental US Small Company Index ETF worth $1.54M as of Q2 2026.
  • SageView Advisory Group sold 28 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $999.
  • Schwab Fundamental US Small Company Index ETF made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #187 holding.
  • SageView Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $74.6M in Q1 2024.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.