Global Retirement Partners
FNDA icon

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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Waddell & Associates
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 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. 489 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.
  • 489 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.