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Highline Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Highline Wealth 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
2025
Q4 		– Sell
-115
Closed -$3.58K – 1107
2025
Q3 		$3.58K Hold
115
– – ﹤0.01% 681
2025
Q2 		$3.29K Buy
+115
New +$3.12K ﹤0.01% 543
2025
Q1 		– Sell
-252
Closed -$7.48K – 1031
2024
Q4 		$7.48K Buy
+252
New +$7.7K ﹤0.01% 281

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Highline Wealth Partners's FNDA Position: Q4 2025 in Review

Highline Wealth Partners sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025, closing a stake of 115 shares — an estimated $3.58K sold.

Highline Wealth Partners first reported a position in FNDA in Q4 2024 and held it in 3 quarters. The position peaked at $7.48K in Q4 2024. 458 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

  • Highline Wealth Partners reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 115 Schwab Fundamental US Small Company Index ETF shares in Q4 2025, an estimated $3.58K.
  • Highline Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and held it in 3 quarters.
  • Highline Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $7.48K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.