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

WhitTier Trust Company’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 		– Sell
-34
Closed -$1.12K – 1429
2025
Q4 		$1.12K Hold
34
– – ﹤0.01% 1214
2025
Q3 		$1.07K Buy
+34
New +$1.03K ﹤0.01% 1212

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WA
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SCM
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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

WhitTier Trust Company's FNDA Position: Q1 2026 in Review

WhitTier Trust Company sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026, closing a stake of 34 shares — an estimated $1.12K sold.

WhitTier Trust Company first reported a position in FNDA in Q3 2025 and held it in 2 quarters. The position peaked at $1.12K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • WhitTier Trust Company reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 34 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $1.12K.
  • WhitTier Trust Company first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and held it in 2 quarters.
  • WhitTier Trust Company's Schwab Fundamental US Small Company Index ETF position peaked at $1.12K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.