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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
Q2 		$1.34M Sell
35,288
-87,553
-71% -$3.12M 0.33% 52
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 $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

Hilltop Partners's FNDA Position: Q2 2026 in Review

Hilltop Partners reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 71% in Q2 2026, selling an estimated $3.12M and leaving 35,288 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #52.

Hilltop Partners first reported a position in FNDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q4 2023. 485 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Hilltop Partners held 35,288 shares of Schwab Fundamental US Small Company Index ETF worth $1.34M as of Q2 2026.
  • Hilltop Partners sold 87,553 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $3.12M.
  • Schwab Fundamental US Small Company Index ETF made up 0.33% of Hilltop Partners's portfolio in Q2 2026, its #52 holding.
  • Hilltop Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2023 and has held it in 12 quarters since.
  • Hilltop Partners's Schwab Fundamental US Small Company Index ETF position peaked at $12.4M in Q4 2023.
  • 485 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Hilltop Partners's 13F filing for Q2 2026, filed 5 Aug 2026.