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Guardian Financial Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Guardian Financial 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 		$1.7M Buy
44,786
+1,697
+4% +$60.5K 0.66% 30
2026
Q1 		$1.4M Buy
43,089
+2,335
+6% +$78.2K 0.59% 32
2025
Q4 		$1.28M Buy
40,754
+2,158
+6% +$67.3K 0.54% 32
2025
Q3 		$1.2M Buy
38,596
+1,735
+5% +$52.7K 0.51% 31
2025
Q2 		$1.06M Buy
36,861
+5,082
+16% +$138K 0.47% 34
2025
Q1 		$870K Buy
31,779
+5,296
+20% +$155K 0.42% 37
2024
Q4 		$787K Buy
26,483
+3,261
+14% +$99.6K 0.47% 33
2024
Q3 		$692K Buy
23,222
+2,484
+12% +$71.4K 0.43% 34
2024
Q2 		$569K Buy
20,738
+2,026
+11% +$55.9K 0.38% 34
2024
Q1 		$534K Buy
18,712
+1,736
+10% +$47.3K 0.37% 34
2023
Q4 		$470K Buy
16,976
+4,120
+32% +$102K 0.39% 33
2023
Q3 		$312K Buy
+12,856
New +$328K 0.29% 36
2023
Q2 		– Sell
-10,004
Closed -$243K – 18
2023
Q1 		$243K Buy
10,004
+904
+10% +$22.6K 0.24% 38
2022
Q4 		$213K Buy
+9,100
New +$214K 0.23% 37

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

Guardian Financial Partners's FNDA Position: Q2 2026 in Review

Guardian Financial Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3.9% in Q2 2026, buying an estimated $60.5K and bringing the position to 44,786 shares worth $1.7M. The position accounts for 0.66% of the portfolio, ranked #30.

Guardian Financial Partners first reported a position in FNDA in Q4 2022 and has held it in 14 quarters since. 482 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Guardian Financial Partners held 44,786 shares of Schwab Fundamental US Small Company Index ETF worth $1.7M as of Q2 2026.
  • Guardian Financial Partners bought 1,697 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $60.5K.
  • Schwab Fundamental US Small Company Index ETF made up 0.66% of Guardian Financial Partners's portfolio in Q2 2026, its #30 holding.
  • Guardian Financial Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 14 quarters since.
  • 482 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.