WFC
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Western Financial Corp’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Western Financial Corp’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 		$240K Buy
6,315
+3
+0% +$107 0.07% 119
2026
Q1 		$205K Buy
+6,312
New +$211K 0.08% 124
2025
Q2 		– Sell
-7,710
Closed -$211K – 127
2025
Q1 		$211K Buy
7,710
+2
+0% +$59 0.12% 117
2024
Q4 		$229K Sell
7,708
-12
-0.2% -$367 0.13% 125
2024
Q3 		$230K Sell
7,720
-20
-0.3% -$575 0.13% 115
2024
Q2 		$213K Buy
+7,740
New +$213K 0.13% 112

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

Western Financial Corp's FNDA Position: Q2 2026 in Review

Western Financial Corp increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.05% in Q2 2026, buying an estimated $107 and bringing the position to 6,315 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #119.

Western Financial Corp first reported a position in FNDA in Q2 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Western Financial Corp held 6,315 shares of Schwab Fundamental US Small Company Index ETF worth $240K as of Q2 2026.
  • Western Financial Corp bought 3 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $107.
  • Schwab Fundamental US Small Company Index ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #119 holding.
  • Western Financial Corp first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.