HFS
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Hantz Financial Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Hantz Financial Services’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 		$15K Buy
395
+205
+108% +$7.31K ﹤0.01% 2014
2026
Q1 		$6K Hold
190
– – ﹤0.01% 2144
2025
Q4 		$6K Buy
190
+95
+100% +$2.96K ﹤0.01% 2105
2025
Q3 		$3K Sell
95
-521
-85% -$15.8K ﹤0.01% 2101
2025
Q2 		$18K Buy
616
+600
+3,750% +$16.3K ﹤0.01% 1311
2025
Q1 		$0 Hold
16
– – ﹤0.01% 1796
2024
Q4 		$0 Hold
16
– – ﹤0.01% 1129
2024
Q3 		$0 Hold
16
– – ﹤0.01% 1109
2024
Q2 		$0 Sell
16
-110
-87% -$3.03K ﹤0.01% 1121
2024
Q1 		$4K Sell
126
-212
-63% -$5.78K ﹤0.01% 965
2023
Q4 		$9K Hold
338
– – ﹤0.01% 813
2023
Q3 		$8K Hold
338
– – ﹤0.01% 827
2023
Q2 		$9K Hold
338
– – ﹤0.01% 790
2023
Q1 		$8K Sell
338
-20
-6% -$499 ﹤0.01% 810
2022
Q4 		$8K Sell
358
-28
-7% -$659 ﹤0.01% 782
2022
Q3 		$8K Buy
386
+64
+20% +$1.52K ﹤0.01% 774
2022
Q2 		$7K Sell
322
-906
-74% -$22.4K ﹤0.01% 790
2022
Q1 		$33K Buy
1,228
+744
+154% +$19.7K ﹤0.01% 647
2021
Q4 		$13K Buy
484
+162
+50% +$4.46K ﹤0.01% 665
2021
Q3 		$8K Sell
322
-134
-29% -$3.56K ﹤0.01% 716
2021
Q2 		$12K Buy
456
+30
+7% +$799 ﹤0.01% 668
2021
Q1 		$11K Buy
426
+104
+32% +$2.52K ﹤0.01% 595
2020
Q4 		$7K Hold
322
– – ﹤0.01% 554
2020
Q3 		$5K Hold
322
– – ﹤0.01% 515
2020
Q2 		$5K Hold
322
– – ﹤0.01% 500
2020
Q1 		$4K Buy
+322
New +$5.71K ﹤0.01% 473

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

Hantz Financial Services's FNDA Position: Q2 2026 in Review

Hantz Financial Services increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 108% in Q2 2026, buying an estimated $7.31K and bringing the position to 395 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Hantz Financial Services first reported a position in FNDA in Q1 2020 and has held it in 26 quarters since. The position peaked at $33K in Q1 2022. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Hantz Financial Services held 395 shares of Schwab Fundamental US Small Company Index ETF worth $15K as of Q2 2026.
  • Hantz Financial Services bought 205 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $7.31K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2014 holding.
  • Hantz Financial Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2020 and has held it in 26 quarters since.
  • Hantz Financial Services's Schwab Fundamental US Small Company Index ETF position peaked at $33K in Q1 2022.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.