— Know what they know.
Not Investment Advice

FNDA

Schwab Fundamental U.S. Small Company Index ETF
1W: -2.3% 1M: -3.0% 3M: -0.1% YTD: +8.7% 1Y: +23.0% 3Y: +55.7% 5Y: +45.1%
$35.27
+0.66 (+1.91%)
After Hours: $34.78 (-0.49, -1.39%)
Weekly Expected Move ±2.0%
$34 $34 $35 $36 $36
ETF AMEX · AUM $10.3B
Key Statistics
AUM$10.3B
Holdings931
Top 10 Wt5.3%
Volume597,738
Avg Volume1,371,054
Beta1.16
Portfolio Fundamentals
P/E35.4
P/B4.3
Div Yield1.86%
ROE5.3%
% Profitable75%
Inception2013-08-15
Sector Allocation
Industrials 18.8%
Technology 16.8%
Financial Services 14.5%
Consumer Cyclical 11.1%
Real Estate 9.1%
Healthcare 6.9%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 LUMENTUM HOLDINGS INC LITE 1.08% $93.3M 95,888
2 COHERENT CORP COHR 0.59% $51.0M 133,197
3 AMKOR TECHNOLOGY INC AMKR 0.51% $44.4M 629,501
4 VIASAT INC VSAT 0.50% $43.7M 627,079
5 MKS MKSI 0.50% $43.2M 142,074
6 ECHOSTAR CORP CLASS A SATS 0.47% $40.3M 293,315
7 COMFORT SYSTEMS USA INC FIX 0.46% $40.0M 20,024
8 TTM TECHNOLOGIES INC TTMI 0.43% $37.4M 222,857
9 COMPASS INC CLASS A COMP 0.41% $35.2M 4,456,289
10 ENERSYS ENS 0.41% $35.1M 147,680

Recent Holding Changes

Date Holding Change Details
2026-05-19 TSEOF Changed 1660748 → 1658718
2026-05-19 GVMXX Changed 2899367 → 4772214
2026-05-19 USD Changed 1099589 → 1654347
2026-05-19 CSGS Removed
2026-05-19 EHAB Removed

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms