Capstone Triton Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Capstone Triton Financial Group’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	–	Sell	-8,124	Closed	-$260K	–	104
2026 Q1	$260K	Buy	+8,124	New	+$272K	0.45%	49
2022 Q1	–	Sell	-8,072	Closed	-$224K	–	109
2021 Q4	$224K	Hold	8,072	–	–	0.45%	75
2021 Q3	$224K	Sell	8,072 -474	-6%	-$12.6K	0.13%	111
2021 Q2	$232K	Sell	8,546 -138	-2%	-$3.67K	0.14%	109
2021 Q1	$220K	Buy	8,684 +1,978	+29%	+$47.9K	0.15%	104
2020 Q4	$144K	Buy	+6,706	New	+$129K	0.09%	134

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

Capstone Triton Financial Group's FNDA Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 8,124 shares — an estimated $260K sold.

Capstone Triton Financial Group first reported a position in FNDA in Q4 2020 and held it in 6 quarters. The position peaked at $260K in Q1 2026. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Capstone Triton Financial Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 8,124 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $260K.
Capstone Triton Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2020 and held it in 6 quarters.
Capstone Triton Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $260K in Q1 2026.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.