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 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

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

Washington Trust Advisors's FNDA Position: Q2 2026 in Review

Washington Trust Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.9% in Q2 2026, buying an estimated $17K and bringing the position to 25,380 shares worth $966K. The position accounts for 0.07% of the portfolio, ranked #121.

Washington Trust Advisors first reported a position in FNDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.28M in Q1 2022. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Washington Trust Advisors held 25,380 shares of Schwab Fundamental US Small Company Index ETF worth $966K as of Q2 2026.
Washington Trust Advisors bought 477 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $17K.
Schwab Fundamental US Small Company Index ETF made up 0.07% of Washington Trust Advisors's portfolio in Q2 2026, its #121 holding.
Washington Trust Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $5.28M in Q1 2022.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.