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 Q2	$13.7M	Sell	359,618 -83,149	-19%	-$2.97M	1.25%	21
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 $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

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

Goldstone Financial Group reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 19% in Q2 2026, selling an estimated $2.97M and leaving 359,618 shares worth $13.7M. The position accounts for 1.25% of the portfolio, ranked #21.

Goldstone Financial Group first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q4 2025. 485 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Goldstone Financial Group held 359,618 shares of Schwab Fundamental US Small Company Index ETF worth $13.7M as of Q2 2026.
Goldstone Financial Group sold 83,149 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $2.97M.
Schwab Fundamental US Small Company Index ETF made up 1.25% of Goldstone Financial Group's portfolio in Q2 2026, its #21 holding.
Goldstone Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
Goldstone Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $15.8M in Q4 2025.
485 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.