WWA
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Wingate Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wingate Wealth Advisors’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 		$808K Buy
21,234
+175
+0.8% +$6.24K 0.36% 59
2026
Q1 		$683K Buy
21,059
+1,193
+6% +$39.9K 0.37% 62
2025
Q4 		$626K Buy
19,866
+28
+0.1% +$873 0.35% 64
2025
Q3 		$618K Buy
19,838
+6,014
+44% +$183K 0.43% 62
2025
Q2 		$396K Buy
+13,824
New +$375K 0.35% 68
2025
Q1 		– Sell
-1,828
Closed -$54.3K – 208
2024
Q4 		$54.3K Buy
+1,828
New +$55.8K 0.05% 206

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

Wingate Wealth Advisors's FNDA Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.83% in Q2 2026, buying an estimated $6.24K and bringing the position to 21,234 shares worth $808K. The position accounts for 0.36% of the portfolio, ranked #59.

Wingate Wealth Advisors first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Wingate Wealth Advisors held 21,234 shares of Schwab Fundamental US Small Company Index ETF worth $808K as of Q2 2026.
  • Wingate Wealth Advisors bought 175 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $6.24K.
  • Schwab Fundamental US Small Company Index ETF made up 0.36% of Wingate Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Wingate Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 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 Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.