Wilmington Savings Fund Society’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wilmington Savings Fund Society’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	$1.43M	Hold	37,686	–	–	0.03%	264
2026 Q1	$1.22M	Hold	37,686	–	–	0.03%	289
2025 Q4	$1.19M	Hold	37,686	–	–	0.03%	284
2025 Q3	$1.17M	Hold	37,686	–	–	0.03%	285
2025 Q2	$1.08M	Hold	37,686	–	–	0.02%	418
2025 Q1	$1.03M	Hold	37,686	–	–	0.02%	420
2024 Q4	$1.12M	Hold	37,686	–	–	0.02%	411
2024 Q3	$1.12M	Buy	+37,686	New	+$1.08M	0.02%	401

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Wilmington Savings Fund Society's FNDA Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 37,686 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #264.

Wilmington Savings Fund Society first reported a position in FNDA in Q3 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Wilmington Savings Fund Society held 37,686 shares of Schwab Fundamental US Small Company Index ETF worth $1.43M as of Q2 2026.
Wilmington Savings Fund Society left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.03% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #264 holding.
Wilmington Savings Fund Society first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 8 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.