SJS Investment Consulting’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

SJS Investment Consulting’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	–	Sell	-582	Closed	-$18.3K	–	2511
2025 Q4	$18.3K	Hold	582	–	–	﹤0.01%	656
2025 Q3	$18.1K	Hold	582	–	–	﹤0.01%	544
2025 Q2	$16.7K	Hold	582	–	–	﹤0.01%	301
2025 Q1	$15.9K	Hold	582	–	–	﹤0.01%	312
2024 Q4	$17.3K	Hold	582	–	–	﹤0.01%	291
2024 Q3	$17.3K	Sell	582 -108	-16%	-$3.1K	﹤0.01%	300
2024 Q2	$18.9K	Buy	690 +108	+19%	+$2.98K	﹤0.01%	272
2024 Q1	$16.6K	Buy	+582	New	+$15.9K	﹤0.01%	304

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SJS Investment Consulting's FNDA Position: Q1 2026 in Review

SJS Investment Consulting sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 582 shares — an estimated $18.3K sold.

SJS Investment Consulting first reported a position in FNDA in Q1 2024 and held it in 8 quarters. The position peaked at $18.9K in Q2 2024. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

SJS Investment Consulting reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
SJS Investment Consulting sold 582 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $18.3K.
SJS Investment Consulting first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2024 and held it in 8 quarters.
SJS Investment Consulting's Schwab Fundamental US Small Company Index ETF position peaked at $18.9K in Q2 2024.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.