HHM Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

HHM Wealth 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	$3.56M	Buy	93,414 +49	+0.1%	+$1.75K	0.36%	24
2026 Q1	$3.03M	Sell	93,365 -3,921	-4%	-$131K	0.35%	26
2025 Q4	$3.07M	Buy	97,286 +7,345	+8%	+$229K	0.36%	25
2025 Q3	$2.8M	Buy	89,941 +91	+0.1%	+$2.76K	0.32%	26
2025 Q2	$2.57M	Buy	89,850 +500	+0.6%	+$13.6K	0.31%	26
2025 Q1	$2.45M	Buy	89,350 +3,938	+5%	+$115K	0.33%	26
2024 Q4	$2.54M	Sell	85,412 -394	-0.5%	-$12K	0.35%	24
2024 Q3	$2.56M	Hold	85,806	–	–	0.36%	23
2024 Q2	$2.36M	Sell	85,806 -450	-0.5%	-$12.4K	0.35%	25
2024 Q1	$2.46M	Buy	86,256 +10	+0%	+$273	0.4%	22
2023 Q4	$2.39M	Sell	86,246 -88,792	-51%	-$2.2M	0.42%	21
2023 Q3	$4.24M	Sell	175,038 -994	-0.6%	-$25.3K	0.83%	15
2023 Q2	$4.44M	Sell	176,032 -9,152	-5%	-$220K	0.83%	16
2023 Q1	$4.51M	Buy	185,184 +7,218	+4%	+$180K	0.92%	15
2022 Q4	$4.16M	Buy	177,966 +34,760	+24%	+$818K	0.95%	14
2022 Q3	$3.04M	Buy	143,206 +34,668	+32%	+$826K	0.8%	15
2022 Q2	$2.46M	Buy	108,538 +14	+0%	+$346	0.63%	19
2022 Q1	$2.9M	Buy	108,524 +962	+0.9%	+$25.5K	0.68%	18
2021 Q4	$2.99M	Buy	107,562 +14,106	+15%	+$389K	0.72%	18
2021 Q3	$2.46M	Sell	93,456 -2,070	-2%	-$54.9K	0.67%	21
2021 Q2	$2.6M	Sell	95,526 -524	-0.5%	-$13.9K	0.71%	21
2021 Q1	$2.43M	Buy	96,050 +10,390	+12%	+$251K	0.75%	21
2020 Q4	$1.84M	Sell	85,660 -2,500	-3%	-$48.2K	0.63%	21
2020 Q3	$1.46M	Buy	88,160 +2,060	+2%	+$34.6K	0.58%	21
2020 Q2	$1.37M	Buy	86,100 +4,400	+5%	+$65.1K	0.57%	21
2020 Q1	$1.06M	Sell	81,700 -1,050	-1%	-$18.6K	0.52%	21
2019 Q4	$1.66M	Buy	82,750 +5,360	+7%	+$104K	0.8%	16
2019 Q3	$1.46M	Sell	77,390 -2,420	-3%	-$45.2K	0.83%	15
2019 Q2	$1.5M	Hold	79,810	–	–	0.89%	16
2019 Q1	$1.49M	Sell	79,810 -9,060	-10%	-$166K	0.95%	16
2018 Q4	$1.46M	Buy	+88,870	New	+$1.63M	1.07%	16

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

HHM Wealth Advisors's FNDA Position: Q2 2026 in Review

HHM Wealth Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.05% in Q2 2026, buying an estimated $1.75K and bringing the position to 93,414 shares worth $3.56M. The position accounts for 0.36% of the portfolio, ranked #24.

HHM Wealth Advisors first reported a position in FNDA in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.51M in Q1 2023. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

HHM Wealth Advisors held 93,414 shares of Schwab Fundamental US Small Company Index ETF worth $3.56M as of Q2 2026.
HHM Wealth Advisors bought 49 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $1.75K.
Schwab Fundamental US Small Company Index ETF made up 0.36% of HHM Wealth Advisors's portfolio in Q2 2026, its #24 holding.
HHM Wealth Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $4.51M in Q1 2023.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.