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BOLTON SECURITIES CORPORATION’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$11.2K Buy
+346
New +$11.6K ﹤0.01% 1588
2025
Q3 		$10.8K Buy
+346
New +$10.5K ﹤0.01% 1530
2025
Q1 		$9.48K Buy
+346
New +$10.1K ﹤0.01% 1449

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Waddell & Associates
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FNDA Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026: 346 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FNDA as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FNDA in Q1 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 346 shares of Schwab Fundamental US Small Company Index ETF worth $11.2K as of Q1 2026.
  • Schwab Fundamental US Small Company Index ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1588 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.