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

Wealthfront Advisers’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 		$1.24M Sell
32,636
-644
-2% -$23K ﹤0.01% 692
2026
Q1 		$1.08M Sell
33,280
-1,619
-5% -$54.2K ﹤0.01% 705
2025
Q4 		$1.1M Buy
34,899
+5,372
+18% +$167K ﹤0.01% 696
2025
Q3 		$920K Buy
29,527
+4,406
+18% +$134K ﹤0.01% 706
2025
Q2 		$720K Sell
25,121
-9,808
-28% -$266K ﹤0.01% 743
2025
Q1 		$957K Buy
34,929
+6,812
+24% +$199K ﹤0.01% 669
2024
Q4 		$835K Buy
28,117
+11,085
+65% +$339K ﹤0.01% 699
2024
Q3 		$507K Buy
17,032
+1,284
+8% +$36.9K ﹤0.01% 763
2024
Q2 		$432K Sell
15,748
-3,810
-19% -$105K ﹤0.01% 761
2024
Q1 		$558K Buy
19,558
+8,854
+83% +$241K ﹤0.01% 720
2023
Q4 		$296K Buy
10,704
+1,794
+20% +$44.5K ﹤0.01% 793
2023
Q3 		$216K Sell
8,910
-146
-2% -$3.72K ﹤0.01% 807
2023
Q2 		$228K Buy
+9,056
New +$217K ﹤0.01% 804

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

Wealthfront Advisers's FNDA Position: Q2 2026 in Review

Wealthfront Advisers reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.9% in Q2 2026, selling an estimated $23K and leaving 32,636 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Wealthfront Advisers first reported a position in FNDA in Q2 2023 and has held it in 13 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Wealthfront Advisers held 32,636 shares of Schwab Fundamental US Small Company Index ETF worth $1.24M as of Q2 2026.
  • Wealthfront Advisers sold 644 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $23K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #692 holding.
  • Wealthfront Advisers first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.