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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SouthState Corp's FNDA Position: Q1 2026 in Review

SouthState Corp held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 260 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

SouthState Corp first reported a position in FNDA in Q1 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • SouthState Corp held 260 shares of Schwab Fundamental US Small Company Index ETF worth $8.43K as of Q1 2026.
  • SouthState Corp left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #681 holding.
  • SouthState Corp first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.