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

Hilltop 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
Q1 		$3.98M Sell
122,841
-4,197
-3% -$140K 1.02% 25
2025
Q4 		$4M Sell
127,038
-2,111
-2% -$65.8K 1.03% 24
2025
Q3 		$4.02M Sell
129,149
-217
-0.2% -$6.59K 1.2% 18
2025
Q2 		$3.71M Buy
129,366
+13,203
+11% +$358K 1.12% 17
2025
Q1 		$3.18M Buy
116,163
+13,767
+13% +$403K 1.07% 16
2024
Q4 		$3.04M Sell
102,396
-11,862
-10% -$362K 1.04% 16
2024
Q3 		$3.4M Sell
114,258
-105,738
-48% -$3.04M 1.15% 14
2024
Q2 		$6.04M Buy
219,996
+14,350
+7% +$396K 2.23% 11
2024
Q1 		$5.86M Sell
205,646
-242,400
-54% -$6.61M 2.1% 13
2023
Q4 		$12.4M Buy
448,046
+236,794
+112% +$5.87M 4.88% 5
2023
Q3 		$5.12M Buy
+211,252
New +$5.39M 2.16% 11

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hilltop Partners's FNDA Position: Q1 2026 in Review

Hilltop Partners reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 3.3% in Q1 2026, selling an estimated $140K and leaving 122,841 shares worth $3.98M. The position accounts for 1.02% of the portfolio, ranked #25.

Hilltop Partners first reported a position in FNDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2023. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Hilltop Partners held 122,841 shares of Schwab Fundamental US Small Company Index ETF worth $3.98M as of Q1 2026.
  • Hilltop Partners sold 4,197 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $140K.
  • Schwab Fundamental US Small Company Index ETF made up 1.02% of Hilltop Partners's portfolio in Q1 2026, its #25 holding.
  • Hilltop Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and has held it in 11 quarters since.
  • Hilltop Partners's Schwab Fundamental US Small Company Index ETF position peaked at $12.4M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.