Sand Hill Global Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sand Hill Global 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	$288K	Hold	7,559	–	–	0.01%	186
2026 Q1	$245K	Sell	7,559 -451	-6%	-$15.1K	0.01%	185
2025 Q4	$252K	Buy	8,010 +451	+6%	+$14.1K	0.01%	180
2025 Q3	$236K	Hold	7,559	–	–	0.01%	183
2025 Q2	$217K	Hold	7,559	–	–	0.01%	192
2025 Q1	$207K	Hold	7,559	–	–	0.01%	188
2024 Q4	$224K	Sell	7,559 -1	-0%	-$31	0.01%	180
2024 Q3	$225K	Hold	7,560	–	–	0.01%	182
2024 Q2	$208K	Buy	+7,560	New	+$209K	0.01%	184

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

Sand Hill Global Advisors's FNDA Position: Q2 2026 in Review

Sand Hill Global Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 7,559 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #186.

Sand Hill Global Advisors first reported a position in FNDA in Q2 2024 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Sand Hill Global Advisors held 7,559 shares of Schwab Fundamental US Small Company Index ETF worth $288K as of Q2 2026.
Sand Hill Global Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #186 holding.
Sand Hill Global Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 9 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.