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

Truist 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	$639K	Buy	16,785 +1,340	+9%	+$47.8K	﹤0.01%	2043
2026 Q1	$501K	Buy	15,445 +7,314	+90%	+$245K	﹤0.01%	2082
2025 Q4	$256K	Sell	8,131 -992	-11%	-$30.9K	﹤0.01%	2434
2025 Q3	$284K	Buy	+9,123	New	+$277K	﹤0.01%	2350
2023 Q2	–	Sell	-14,564	Closed	-$354K	–	2596
2023 Q1	$354K	Buy	14,564 +2,388	+20%	+$59.6K	﹤0.01%	2173
2022 Q4	$284K	Buy	+12,176	New	+$287K	﹤0.01%	2255
2021 Q2	–	Sell	-8,248	Closed	-$209K	–	2736
2021 Q1	$209K	Buy	+8,248	New	+$200K	﹤0.01%	2479

Other funds holding FNDA

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

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

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

IIC

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Truist Financial's FNDA Position: Q2 2026 in Review

Truist Financial increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 8.7% in Q2 2026, buying an estimated $47.8K and bringing the position to 16,785 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Truist Financial first reported a position in FNDA in Q1 2021 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Truist Financial held 16,785 shares of Schwab Fundamental US Small Company Index ETF worth $639K as of Q2 2026.
Truist Financial bought 1,340 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $47.8K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2043 holding.
Truist Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2021 and has held it in 7 quarters since.
298 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.