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

Sequoia Financial 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 		$2.34M Buy
61,580
+597
+1% +$21.3K 0.01% 574
2026
Q1 		$1.98M Buy
60,983
+5,373
+10% +$180K 0.01% 601
2025
Q4 		$1.75M Sell
55,610
-5,211
-9% -$162K 0.01% 627
2025
Q3 		$1.9M Buy
60,821
+1,894
+3% +$57.5K 0.01% 549
2025
Q2 		$1.69M Sell
58,927
-4,614
-7% -$125K 0.01% 514
2025
Q1 		$1.74M Buy
63,541
+7,651
+14% +$224K 0.01% 467
2024
Q4 		$1.66M Sell
55,890
-240
-0.4% -$7.33K 0.02% 455
2024
Q3 		$1.67M Buy
56,130
+10,096
+22% +$290K 0.02% 409
2024
Q2 		$1.26M Buy
46,034
+742
+2% +$20.5K 0.02% 429
2024
Q1 		$1.29M Buy
45,292
+1,312
+3% +$35.8K 0.02% 419
2023
Q4 		$1.22M Buy
43,980
+5,366
+14% +$133K 0.02% 471
2023
Q3 		$936K Buy
38,614
+1,366
+4% +$34.8K 0.02% 356
2023
Q2 		$940K Buy
37,248
+24,440
+191% +$587K 0.02% 357
2023
Q1 		$312K Buy
12,808
+3,740
+41% +$93.4K 0.01% 612
2022
Q4 		$212K Buy
+9,068
New +$213K 0.01% 716

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

Sequoia Financial Advisors's FNDA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.98% in Q2 2026, buying an estimated $21.3K and bringing the position to 61,580 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #574.

Sequoia Financial Advisors first reported a position in FNDA in Q4 2022 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Sequoia Financial Advisors held 61,580 shares of Schwab Fundamental US Small Company Index ETF worth $2.34M as of Q2 2026.
  • Sequoia Financial Advisors bought 597 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $21.3K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #574 holding.
  • Sequoia Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.