Symphony Financial’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Symphony Financial’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	–	Sell	-9,189	Closed	-$298K	–	376
2026 Q1	$298K	Buy	9,189 +17	+0.2%	+$569	0.04%	234
2025 Q4	$289K	Hold	9,172	–	–	0.04%	232
2025 Q3	$286K	Buy	9,172 +9,143	+31,528%	+$278K	0.03%	224
2025 Q2	$263K	Sell	29 -18,315	-100%	-$497K	0.03%	216
2025 Q1	$524K	Buy	18,344 +9,172	+100%	+$268K	0.31%	57
2024 Q4	$272K	Buy	+9,172	New	+$280K	0.04%	189

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

Symphony Financial's FNDA Position: Q2 2026 in Review

Symphony Financial sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 9,189 shares — an estimated $298K sold.

Symphony Financial first reported a position in FNDA in Q4 2024 and held it in 6 quarters. The position peaked at $524K in Q1 2025. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Symphony Financial reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
Symphony Financial sold 9,189 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $298K.
Symphony Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and held it in 6 quarters.
Symphony Financial's Schwab Fundamental US Small Company Index ETF position peaked at $524K in Q1 2025.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.