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Vise Technologies’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Vise Technologies’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 		$850K Buy
22,330
+2,202
+11% +$78.5K 0.01% 872
2026
Q1 		$634K Hold
20,128
– – 0.01% 760
2025
Q4 		$634K Buy
20,128
+10,640
+112% +$332K 0.01% 765
2025
Q3 		$296K Buy
+9,488
New +$288K 0.01% 889

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
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

Vise Technologies's FNDA Position: Q2 2026 in Review

Vise Technologies increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 11% in Q2 2026, buying an estimated $78.5K and bringing the position to 22,330 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #872.

Vise Technologies first reported a position in FNDA in Q3 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Vise Technologies held 22,330 shares of Schwab Fundamental US Small Company Index ETF worth $850K as of Q2 2026.
  • Vise Technologies bought 2,202 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $78.5K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #872 holding.
  • Vise Technologies first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.