SouthState Corp’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

SouthState Corp’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	$9.9K	Hold	260	–	–	﹤0.01%	702
2026 Q1	$8.43K	Hold	260	–	–	﹤0.01%	681
2025 Q4	$8.19K	Hold	260	–	–	﹤0.01%	720
2025 Q3	$8.1K	Hold	260	–	–	﹤0.01%	693
2025 Q2	$7.45K	Hold	260	–	–	﹤0.01%	835
2025 Q1	$7.12K	Buy	+260	New	+$7.61K	﹤0.01%	904

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

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

SouthState Corp's FNDA Position: Q2 2026 in Review

SouthState Corp held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 260 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

SouthState Corp first reported a position in FNDA in Q1 2025 and has held it in 6 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

SouthState Corp held 260 shares of Schwab Fundamental US Small Company Index ETF worth $9.9K as of Q2 2026.
SouthState Corp 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 SouthState Corp's portfolio in Q2 2026, its #702 holding.
SouthState Corp first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 6 quarters since.
488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.