Hamilton Point Investment Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hamilton Point Investment Advisors’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	$32K	Hold	840	–	–	﹤0.01%	179
2026 Q1	$27.2K	Hold	840	–	–	﹤0.01%	171
2025 Q4	$26.5K	Hold	840	–	–	﹤0.01%	173
2025 Q3	$26.2K	Hold	840	–	–	﹤0.01%	147
2025 Q2	$24.1K	Hold	840	–	–	﹤0.01%	148
2025 Q1	$23K	Hold	840	–	–	﹤0.01%	143
2024 Q4	$24.9K	Hold	840	–	–	﹤0.01%	141
2024 Q3	$25K	Hold	840	–	–	﹤0.01%	149
2024 Q2	$23.2K	Hold	840	–	–	﹤0.01%	136
2024 Q1	$24K	Hold	840	–	–	﹤0.01%	138
2023 Q4	$23.2K	Buy	+840	New	+$20.8K	﹤0.01%	142

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

Hamilton Point Investment Advisors's FNDA Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 840 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Hamilton Point Investment Advisors first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Hamilton Point Investment Advisors held 840 shares of Schwab Fundamental US Small Company Index ETF worth $32K as of Q2 2026.
Hamilton Point Investment Advisors left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #179 holding.
Hamilton Point Investment Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.