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 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 $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return