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

Goldstone 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 Q1	$14.4M	Sell	442,767 -59,703	-12%	-$2M	1.56%	15
2025 Q4	$15.8M	Buy	502,470 +17,324	+4%	+$540K	1.76%	11
2025 Q3	$15.1M	Buy	485,146 +18,086	+4%	+$549K	1.79%	11
2025 Q2	$13.9M	Buy	467,060 +24,649	+6%	+$669K	1.84%	11
2025 Q1	$12.1M	Buy	442,411 +22,880	+5%	+$669K	1.83%	13
2024 Q4	$12.5M	Buy	419,531 +47,209	+13%	+$1.44M	1.95%	12
2024 Q3	$11.1M	Buy	372,322 +32,530	+10%	+$935K	1.93%	15
2024 Q2	$9.33M	Buy	339,792 +45,002	+15%	+$1.24M	1.87%	14
2024 Q1	$8.41M	Buy	294,790 +17,340	+6%	+$473K	1.93%	14
2023 Q4	$7.68M	Buy	+277,450	New	+$6.88M	1.98%	12

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return