UCFA
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United Capital Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

United Capital Financial Advisors’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 		$267K Buy
8,219
+516
+7% +$17.3K ﹤0.01% 1412
2025
Q4 		$243K Buy
+7,703
New +$240K ﹤0.01% 1256
2023
Q2 		– Sell
-12,152
Closed -$296K – 920
2023
Q1 		$296K Sell
12,152
-4,012
-25% -$100K ﹤0.01% 829
2022
Q4 		$378K Sell
16,164
-2,814
-15% -$66.2K ﹤0.01% 814
2022
Q3 		$403K Buy
18,978
+5,320
+39% +$127K ﹤0.01% 813
2022
Q2 		$309K Buy
13,658
+256
+2% +$6.32K ﹤0.01% 931
2022
Q1 		$358K Sell
13,402
-4,750
-26% -$126K ﹤0.01% 938
2021
Q4 		$505K Buy
18,152
+1,338
+8% +$36.9K ﹤0.01% 856
2021
Q3 		$443K Buy
16,814
+2,058
+14% +$54.6K ﹤0.01% 892
2021
Q2 		$401K Buy
14,756
+638
+5% +$17K ﹤0.01% 931
2021
Q1 		$358K Buy
14,118
+1,082
+8% +$26.2K ﹤0.01% 944
2020
Q4 		$280K Buy
+13,036
New +$251K ﹤0.01% 1023
2020
Q2 		– Sell
-211,612
Closed -$2.74M – 1210
2020
Q1 		$2.74M Sell
211,612
-2,364
-1% -$41.9K 0.02% 440
2019
Q4 		$4.3M Sell
213,976
-1,758
-0.8% -$34.2K 0.03% 448
2019
Q3 		$4.07M Buy
215,734
+1,898
+0.9% +$35.5K 0.03% 453
2019
Q2 		$4.03M Sell
213,836
-118,168
-36% -$2.22M 0.03% 463
2019
Q1 		$6.18M Buy
332,004
+29,542
+10% +$542K 0.04% 372
2018
Q4 		$4.97M Sell
302,462
-6,444
-2% -$118K 0.04% 377
2018
Q3 		$6.29M Buy
308,906
+20,376
+7% +$417K 0.04% 392
2018
Q2 		$5.76M Sell
288,530
-27,682
-9% -$540K 0.04% 390
2018
Q1 		$5.89M Sell
316,212
-99,730
-24% -$1.89M 0.04% 386
2017
Q4 		$7.88M Sell
415,942
-16,108
-4% -$298K 0.06% 332
2017
Q3 		$7.84M Sell
432,050
-5,306
-1% -$92.2K 0.07% 317
2017
Q2 		$7.6M Buy
437,356
+6,168
+1% +$107K 0.07% 316
2017
Q1 		$7.48M Buy
431,188
+3,462
+0.8% +$59.8K 0.07% 313
2016
Q4 		$7.29M Sell
427,726
-3,910
-0.9% -$63K 0.07% 317
2016
Q3 		$6.72M Sell
431,636
-4,784
-1% -$73.5K 0.07% 336
2016
Q2 		$6.33M Buy
436,420
+442
+0.1% +$6.42K 0.06% 328
2016
Q1 		$6.26M Buy
435,978
+8,230
+2% +$109K 0.07% 292
2015
Q4 		$5.98M Buy
427,748
+32,308
+8% +$464K 0.07% 296
2015
Q3 		$5.38M Buy
395,440
+105,402
+36% +$1.54M 0.06% 304
2015
Q2 		$4.4M Buy
+290,038
New +$4.5M 0.05% 369

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

United Capital Financial Advisors's FNDA Position: Q1 2026 in Review

United Capital Financial Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.7% in Q1 2026, buying an estimated $17.3K and bringing the position to 8,219 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

United Capital Financial Advisors first reported a position in FNDA in Q2 2015 and has held it in 32 quarters since. The position peaked at $7.88M in Q4 2017. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • United Capital Financial Advisors held 8,219 shares of Schwab Fundamental US Small Company Index ETF worth $267K as of Q1 2026.
  • United Capital Financial Advisors bought 516 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $17.3K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1412 holding.
  • United Capital Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2015 and has held it in 32 quarters since.
  • United Capital Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $7.88M in Q4 2017.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.