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Smartleaf Asset Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Smartleaf Asset Management’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 		$11.8K Hold
313
– – ﹤0.01% 2292
2026
Q1 		$9.89K Sell
313
-646
-67% -$21.6K ﹤0.01% 2334
2025
Q4 		$30.6K Buy
959
+654
+214% +$20.4K ﹤0.01% 1799
2025
Q3 		$9.5K Buy
305
+236
+342% +$7.17K ﹤0.01% 2129
2025
Q2 		$1.98K Sell
69
-1,150
-94% -$31.2K ﹤0.01% 2339
2025
Q1 		$33.3K Buy
1,219
+1,195
+4,979% +$35K ﹤0.01% 1357
2024
Q4 		$709 Hold
24
– – ﹤0.01% 2727
2024
Q3 		$713 Hold
24
– – ﹤0.01% 2729
2024
Q2 		$653 Hold
24
– – ﹤0.01% 2502
2024
Q1 		$681 Hold
24
– – ﹤0.01% 1694
2023
Q4 		$672 Buy
+24
New +$595 ﹤0.01% 1062

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

Smartleaf Asset Management's FNDA Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 313 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Smartleaf Asset Management first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.3K in Q1 2025. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Smartleaf Asset Management held 313 shares of Schwab Fundamental US Small Company Index ETF worth $11.8K as of Q2 2026.
  • Smartleaf Asset Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2292 holding.
  • Smartleaf Asset Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Schwab Fundamental US Small Company Index ETF position peaked at $33.3K in Q1 2025.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.