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

Sanctuary 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	$2.58M	Buy	67,824 +2,901	+4%	+$103K	0.01%	908
2026 Q1	$2.11M	Buy	64,923 +2,793	+4%	+$93.5K	0.01%	935
2025 Q4	$1.96M	Buy	62,130 +835	+1%	+$26K	0.01%	948
2025 Q3	$1.91M	Sell	61,295 -254,933	-81%	-$7.74M	0.01%	926
2025 Q2	$9.06M	Sell	316,228 -5,633	-2%	-$153K	0.06%	343
2025 Q1	$8.82M	Sell	321,861 -92,971	-22%	-$2.72M	0.06%	323
2024 Q4	$12.8M	Sell	414,832 -644,882	-61%	-$19.7M	0.08%	255
2024 Q3	$16.9M	Buy	1,059,714 +580,440	+121%	+$16.7M	0.11%	209
2024 Q2	$13M	Buy	+479,274	New	+$13.2M	0.09%	231

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

Sanctuary Advisors's FNDA Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.5% in Q2 2026, buying an estimated $103K and bringing the position to 67,824 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #908.

Sanctuary Advisors first reported a position in FNDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.9M in Q3 2024. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Sanctuary Advisors held 67,824 shares of Schwab Fundamental US Small Company Index ETF worth $2.58M as of Q2 2026.
Sanctuary Advisors bought 2,901 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $103K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #908 holding.
Sanctuary Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $16.9M in Q3 2024.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.