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Golden State Equity Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Golden State Equity 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 		– Sell
-6,740
Closed -$219K – 837
2026
Q1 		$219K Buy
+6,740
New +$226K 0.02% 627
2024
Q4 		– Sell
-28
Closed -$833 – 597
2024
Q3 		$833 Buy
+28
New +$805 ﹤0.01% 762

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
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

Golden State Equity Partners's FNDA Position: Q2 2026 in Review

Golden State Equity Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026, closing a stake of 6,740 shares — an estimated $219K sold.

Golden State Equity Partners first reported a position in FNDA in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Golden State Equity Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,740 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $219K.
  • Golden State Equity Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Schwab Fundamental US Small Company Index ETF position peaked at $219K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.