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

Savvy Advisors Inc’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 		$356K Buy
10,980
+55
+0.5% +$1.84K 0.01% 799
2025
Q4 		$344K Sell
10,925
-2,423
-18% -$75.5K 0.01% 719
2025
Q3 		$416K Sell
13,348
-2,512
-16% -$76.3K 0.02% 489
2025
Q2 		$454K Buy
15,860
+4,239
+36% +$115K 0.03% 376
2025
Q1 		$318K Buy
11,621
+901
+8% +$26.4K 0.03% 379
2024
Q4 		$318K Buy
+10,720
New +$327K 0.04% 332

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

Savvy Advisors Inc's FNDA Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.5% in Q1 2026, buying an estimated $1.84K and bringing the position to 10,980 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #799.

Savvy Advisors Inc first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $454K in Q2 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Savvy Advisors Inc held 10,980 shares of Schwab Fundamental US Small Company Index ETF worth $356K as of Q1 2026.
  • Savvy Advisors Inc bought 55 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $1.84K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #799 holding.
  • Savvy Advisors Inc first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Schwab Fundamental US Small Company Index ETF position peaked at $454K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.