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

WealthCollab’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 		$239K Hold
7,381
– – 0.1% 73
2025
Q4 		$233K Buy
7,381
+6,943
+1,585% +$216K 0.1% 77
2025
Q3 		$13.6K Hold
438
– – 0.01% 445
2025
Q2 		$12.5K Hold
438
– – 0.01% 442
2025
Q1 		$12K Hold
438
– – 0.01% 426
2024
Q4 		$13K Hold
438
– – 0.01% 399
2024
Q3 		$13K Hold
438
– – 0.01% 403
2024
Q2 		$12K Hold
438
– – 0.01% 401
2024
Q1 		$12.5K Hold
438
– – 0.01% 393
2023
Q4 		$12.1K Buy
+438
New +$10.9K 0.01% 371

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

WealthCollab's FNDA Position: Q1 2026 in Review

WealthCollab held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 7,381 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #73.

WealthCollab first reported a position in FNDA in Q4 2023 and has held it in 10 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • WealthCollab held 7,381 shares of Schwab Fundamental US Small Company Index ETF worth $239K as of Q1 2026.
  • WealthCollab left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.1% of WealthCollab's portfolio in Q1 2026, its #73 holding.
  • WealthCollab first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.