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Sandy Spring Bank’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$39.7K Buy
1,448
+270
+23% +$7.9K ﹤0.01% 618
2024
Q4 		$35K Hold
1,178
– – ﹤0.01% 653
2024
Q3 		$35.1K Hold
1,178
– – ﹤0.01% 658
2024
Q2 		$32.3K Buy
1,178
+122
+12% +$3.37K ﹤0.01% 668
2024
Q1 		$30.1K Sell
1,056
-1,136
-52% -$31K ﹤0.01% 678
2023
Q4 		$60.7K Hold
2,192
– – ﹤0.01% 526
2023
Q3 		$53.1K Hold
2,192
– – ﹤0.01% 537
2023
Q2 		$55.3K Buy
2,192
+824
+60% +$19.8K ﹤0.01% 531
2023
Q1 		$33.3K Hold
1,368
– – ﹤0.01% 603
2022
Q4 		$32K Buy
+1,368
New +$32.2K ﹤0.01% 605
2022
Q2 		– Sell
-438
Closed -$12K – 1144
2022
Q1 		$12K Buy
438
+122
+39% +$3.24K ﹤0.01% 815
2021
Q4 		$9K Buy
316
+274
+652% +$7.55K ﹤0.01% 919
2021
Q3 		$1K Buy
+42
New +$1.11K ﹤0.01% 1097
2015
Q3 		– Sell
-80
Closed -$1K – 977
2015
Q2 		$1K Hold
80
– – ﹤0.01% 933
2015
Q1 		$1K Hold
80
– – ﹤0.01% 856
2014
Q4 		$1K Hold
80
– – ﹤0.01% 781
2014
Q3 		$1K Hold
80
– – ﹤0.01% 761
2014
Q2 		$1K Hold
80
– – ﹤0.01% 775
2014
Q1 		$1K Buy
+80
New +$1.12K ﹤0.01% 722

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IIC
Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sandy Spring Bank's FNDA Position: Q1 2025 in Review

Sandy Spring Bank increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 23% in Q1 2025, buying an estimated $7.9K and bringing the position to 1,448 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Sandy Spring Bank first reported a position in FNDA in Q1 2014 and has held it in 19 quarters since. The position peaked at $60.7K in Q4 2023. 421 funds tracked by Wall St. Rank hold FNDA as of Q1 2025.

  • Sandy Spring Bank held 1,448 shares of Schwab Fundamental US Small Company Index ETF worth $39.7K as of Q1 2025.
  • Sandy Spring Bank bought 270 Schwab Fundamental US Small Company Index ETF shares in Q1 2025, an estimated $7.9K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #618 holding.
  • Sandy Spring Bank first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2014 and has held it in 19 quarters since.
  • Sandy Spring Bank's Schwab Fundamental US Small Company Index ETF position peaked at $60.7K in Q4 2023.
  • 421 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.