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Your Advocates Ltd’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Your Advocates Ltd’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 		$7.9M Sell
207,650
-2,807
-1% -$100K 2.26% 12
2026
Q1 		$6.83M Buy
210,457
+6,981
+3% +$234K 2.08% 12
2025
Q4 		$6.41M Sell
203,476
-138
-0.1% -$4.3K 2.09% 12
2025
Q3 		$6.34M Buy
203,614
+694
+0.3% +$21.1K 2.13% 12
2025
Q2 		$5.81M Buy
202,920
+8,049
+4% +$218K 2.09% 12
2025
Q1 		$5.34M Buy
194,871
+6,482
+3% +$190K 2.05% 12
2024
Q4 		$5.6M Buy
188,389
+2,357
+1% +$72K 2.22% 12
2024
Q3 		$5.54M Buy
186,032
+300
+0.2% +$8.62K 2.18% 12
2024
Q2 		$5.1M Buy
185,732
+17,796
+11% +$491K 2.14% 12
2024
Q1 		$4.79M Sell
167,936
-16,802
-9% -$458K 2.02% 12
2023
Q4 		$5.11M Sell
184,738
-11,596
-6% -$288K 2.06% 12
2023
Q3 		$4.76M Sell
196,334
-6,328
-3% -$161K 2.84% 11
2023
Q2 		$5.11M Sell
202,662
-9,198
-4% -$221K 2.62% 12
2023
Q1 		$5.16M Buy
211,860
+1,670
+0.8% +$41.7K 2.83% 12
2022
Q4 		$4.91M Buy
210,190
+74,862
+55% +$1.76M 2.84% 9
2022
Q3 		$2.88M Buy
135,328
+34,640
+34% +$826K 1.72% 11
2022
Q2 		$2.28M Sell
100,688
-21,746
-18% -$537K 1.35% 10
2022
Q1 		$3.27M Sell
122,434
-3,412
-3% -$90.5K 1.86% 9
2021
Q4 		$3.5M Sell
125,846
-1,672
-1% -$46.1K 1.98% 9
2021
Q3 		$3.36M Buy
127,518
+478
+0.4% +$12.7K 2.18% 10
2021
Q2 		$3.46M Sell
127,040
-56,220
-31% -$1.5M 2.24% 10
2021
Q1 		$4.64M Sell
183,260
-181,388
-50% -$4.39M 3.43% 10
2020
Q4 		$7.83M Buy
364,648
+3,156
+0.9% +$60.9K 5.76% 8
2020
Q3 		$5.97M Buy
361,492
+140,736
+64% +$2.36M 4.69% 8
2020
Q2 		$3.58M Sell
220,756
-435,776
-66% -$6.45M 2.48% 10
2020
Q1 		$8.49M Buy
656,532
+558,830
+572% +$9.9M 7.33% 7
2019
Q4 		$1.97M Buy
+97,702
New +$1.9M 1.55% 11

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

Your Advocates Ltd's FNDA Position: Q2 2026 in Review

Your Advocates Ltd reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.3% in Q2 2026, selling an estimated $100K and leaving 207,650 shares worth $7.9M. The position accounts for 2.26% of the portfolio, ranked #12.

Your Advocates Ltd first reported a position in FNDA in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.49M in Q1 2020. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Your Advocates Ltd held 207,650 shares of Schwab Fundamental US Small Company Index ETF worth $7.9M as of Q2 2026.
  • Your Advocates Ltd sold 2,807 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $100K.
  • Schwab Fundamental US Small Company Index ETF made up 2.26% of Your Advocates Ltd's portfolio in Q2 2026, its #12 holding.
  • Your Advocates Ltd first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Your Advocates Ltd's Schwab Fundamental US Small Company Index ETF position peaked at $8.49M in Q1 2020.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.