Washington Trust Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Washington Trust 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 Q3	$888K	Hold	25,380	–	–	0.06%	124
2026 Q2	$966K	Buy	25,380 +477	+2%	+$17K	0.07%	121
2026 Q1	$808K	Sell	24,903 -101	-0.4%	-$3.38K	0.07%	126
2025 Q4	$788K	Sell	25,004 -265	-1%	-$8.26K	0.06%	122
2025 Q3	$787K	Sell	25,269 -103	-0.4%	-$3.13K	0.06%	122
2025 Q2	$727K	Hold	25,372	–	–	0.06%	113
2025 Q1	$695K	Sell	25,372 -3,178	-11%	-$93K	0.06%	115
2024 Q4	$848K	Hold	28,550	–	–	0.07%	107
2024 Q3	$850K	Sell	28,550 -1,402	-5%	-$40.3K	0.07%	104
2024 Q2	$822K	Sell	29,952 -2,754	-8%	-$76K	0.08%	102
2024 Q1	$933K	Sell	32,706 -2,600	-7%	-$70.9K	0.09%	98
2023 Q4	$977K	Sell	35,306 -1,326	-4%	-$32.9K	0.09%	94
2023 Q3	$888K	Sell	36,632 -9,134	-20%	-$233K	0.09%	96
2023 Q2	$1.15M	Buy	45,766 +52	+0.1%	+$1.25K	0.11%	84
2023 Q1	$1.11M	Sell	45,714 -948	-2%	-$23.7K	0.11%	85
2022 Q4	$1.09M	Sell	46,662 -162,226	-78%	-$3.82M	0.12%	89
2022 Q3	$4.44M	Sell	208,888 -8,746	-4%	-$208K	0.42%	59
2022 Q2	$4.92M	Buy	217,634 +20,318	+10%	+$502K	0.43%	58
2022 Q1	$5.28M	Buy	197,316 +9,002	+5%	+$239K	0.37%	62
2021 Q4	$5.24M	Buy	+188,314	New	+$5.19M	0.35%	63

Other funds holding FNDA

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Washington Trust Advisors's FNDA Position: Q3 2026 in Review

Washington Trust Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2026 at 25,380 shares worth $888K. The position accounts for 0.06% of the portfolio, ranked #124.

Washington Trust Advisors first reported a position in FNDA in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.28M in Q1 2022. 116 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Washington Trust Advisors held 25,380 shares of Schwab Fundamental US Small Company Index ETF worth $888K as of Q3 2026.
Washington Trust Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up 0.06% of Washington Trust Advisors's portfolio in Q3 2026, its #124 holding.
Washington Trust Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and has held it in 20 quarters since.
Washington Trust Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $5.28M in Q1 2022.
116 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.