Signature Estate & Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Signature Estate & Investment 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	$282K	Buy	7,417 +450	+6%	+$16K	0.01%	560
2026 Q1	$226K	Sell	6,967 -1,154	-14%	-$38.6K	﹤0.01%	601
2025 Q4	$256K	Sell	8,121 -869	-10%	-$27.1K	0.01%	535
2025 Q3	$280K	Buy	8,990 +86	+1%	+$2.61K	0.01%	511
2025 Q2	$255K	Sell	8,904 -17,590	-66%	-$477K	0.01%	501
2025 Q1	$726K	Buy	26,494 +1,037	+4%	+$30.3K	0.02%	270
2024 Q4	$756K	Buy	25,457 +2,153	+9%	+$65.8K	0.02%	263
2024 Q3	$694K	Sell	23,304 -20,546	-47%	-$591K	0.02%	258
2024 Q2	$1.2M	Sell	43,850 -7,752	-15%	-$214K	0.03%	171
2024 Q1	$1.47M	Buy	51,602 +4,578	+10%	+$125K	0.04%	81
2023 Q4	$1.3M	Buy	47,024 +1,068	+2%	+$26.5K	0.04%	91
2023 Q3	$1.11M	Sell	45,956 -684	-1%	-$17.4K	0.04%	88
2023 Q2	$1.18M	Sell	46,640 -1,152	-2%	-$27.7K	0.04%	91
2023 Q1	$1.16M	Sell	47,792 -3,256	-6%	-$81.3K	0.04%	89
2022 Q4	$1.19M	Sell	51,048 -4,748	-9%	-$112K	0.04%	92
2022 Q3	$1.19M	Buy	55,796 +120	+0.2%	+$2.86K	0.06%	84
2022 Q2	$1.26M	Buy	55,676 +1,660	+3%	+$41K	0.06%	80
2022 Q1	$1.44M	Buy	54,016 +706	+1%	+$18.7K	0.07%	80
2021 Q4	$1.48M	Buy	53,310 +878	+2%	+$24.2K	0.07%	79
2021 Q3	$1.38M	Buy	52,432 +5,028	+11%	+$133K	0.07%	78
2021 Q2	$1.29M	Buy	47,404 +622	+1%	+$16.6K	0.06%	83
2021 Q1	$1.19M	Sell	46,782 -3,028	-6%	-$73.3K	0.06%	89
2020 Q4	$1.07M	Sell	49,810 -50	-0.1%	-$964	0.06%	90
2020 Q3	$824K	Buy	+49,860	New	+$837K	0.05%	93

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

Signature Estate & Investment Advisors's FNDA Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.5% in Q2 2026, buying an estimated $16K and bringing the position to 7,417 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #560.

Signature Estate & Investment Advisors first reported a position in FNDA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.48M in Q4 2021. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Signature Estate & Investment Advisors held 7,417 shares of Schwab Fundamental US Small Company Index ETF worth $282K as of Q2 2026.
Signature Estate & Investment Advisors bought 450 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $16K.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #560 holding.
Signature Estate & Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2020 and has held it in 24 quarters since.
Signature Estate & Investment Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $1.48M in Q4 2021.
488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.