Global Retirement Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Global Retirement Partners’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	$443K	Buy	+11,629	New	+$415K	0.01%	1094
2025 Q4	$512K	Buy	16,239 +8,541	+111%	+$266K	0.01%	947
2025 Q3	$240K	Buy	7,698 +55	+0.7%	+$1.67K	0.01%	1085
2025 Q2	$219K	Buy	+7,643	New	+$207K	0.01%	1044
2024 Q4	$221K	Sell	7,455 -995	-12%	-$30.4K	0.01%	907
2024 Q3	$252K	Buy	8,450 +976	+13%	+$28.1K	0.01%	836
2024 Q2	$205K	Buy	7,474 +424	+6%	+$11.7K	0.01%	876
2024 Q1	$201K	Buy	7,050 +2	+0%	+$55	0.01%	789
2023 Q4	$186K	Sell	7,048 -502	-7%	-$12.4K	0.01%	777
2023 Q3	$178K	Buy	7,550 +3,068	+68%	+$78.2K	0.01%	714
2023 Q2	$113K	Buy	4,482 +308	+7%	+$7.39K	0.01%	892
2023 Q1	$97.5K	Buy	4,174 +674	+19%	+$16.8K	0.01%	928
2022 Q4	$81.8K	Hold	3,500	–	–	0.01%	883
2022 Q3	$84K	Sell	3,500 -38	-1%	-$906	0.01%	836
2022 Q2	$80K	Buy	3,538 +38	+1%	+$938	0.01%	828
2022 Q1	$83K	Buy	+3,500	New	+$92.9K	0.01%	820
2021 Q4	–	Sell	-3,500	Closed	-$92K	–	773
2021 Q3	$92K	Hold	3,500	–	–	0.01%	673
2021 Q2	$95K	Hold	3,500	–	–	0.01%	648
2021 Q1	$89K	Hold	3,500	–	–	0.01%	596
2020 Q4	$75K	Hold	3,500	–	–	0.01%	600
2020 Q3	$58K	Hold	3,500	–	–	0.01%	602
2020 Q2	$56K	Buy	3,500 +2,730	+355%	+$40.4K	0.01%	611
2020 Q1	$10K	Buy	+770	New	+$13.6K	﹤0.01%	1026

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

Global Retirement Partners's FNDA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 11,629 shares worth $443K. The stake represents 0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FNDA as recently as Q4 2025.

Global Retirement Partners first reported a position in FNDA in Q1 2020 and has held it in 23 quarters since. The position peaked at $512K in Q4 2025. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Global Retirement Partners held 11,629 shares of Schwab Fundamental US Small Company Index ETF worth $443K as of Q2 2026.
Schwab Fundamental US Small Company Index ETF was a new Global Retirement Partners position in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1094 holding.
Global Retirement Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2020 and has held it in 23 quarters since.
Global Retirement Partners's Schwab Fundamental US Small Company Index ETF position peaked at $512K in Q4 2025.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.