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

Everhart 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 		$231K Sell
6,061
-1,010
-14% -$36K 0.01% 429
2026
Q1 		$229K Buy
+7,071
New +$237K 0.02% 418

Other funds holding FNDA

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Everhart Financial Group's FNDA Position: Q2 2026 in Review

Everhart Financial Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 14% in Q2 2026, selling an estimated $36K and leaving 6,061 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #429.

Everhart Financial Group first reported a position in FNDA in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Everhart Financial Group held 6,061 shares of Schwab Fundamental US Small Company Index ETF worth $231K as of Q2 2026.
  • Everhart Financial Group sold 1,010 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $36K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #429 holding.
  • Everhart Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.