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

HUB Investment 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 		$399K Buy
10,485
+621
+6% +$22.1K 0.01% 835
2026
Q1 		$320K Sell
9,864
-76
-0.8% -$2.54K 0.01% 772
2025
Q4 		$313K Buy
9,940
+904
+10% +$28.2K 0.01% 655
2025
Q3 		$282K Sell
9,036
-11,227
-55% -$341K 0.01% 568
2025
Q2 		$581K Buy
20,263
+10,349
+104% +$281K 0.02% 352
2025
Q1 		$272K Buy
9,914
+1,072
+12% +$31.4K 0.01% 473
2024
Q4 		$263K Buy
8,842
+620
+8% +$18.9K 0.01% 431
2024
Q3 		$245K Sell
8,222
-636
-7% -$18.3K 0.01% 434
2024
Q2 		$243K Buy
8,858
+434
+5% +$12K 0.01% 407
2024
Q1 		$240K Sell
8,424
-2,912
-26% -$79.4K 0.01% 401
2023
Q4 		$314K Buy
+11,336
New +$281K 0.02% 305

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

HUB Investment Partners's FNDA Position: Q2 2026 in Review

HUB Investment Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.3% in Q2 2026, buying an estimated $22.1K and bringing the position to 10,485 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #835.

HUB Investment Partners first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $581K in Q2 2025. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • HUB Investment Partners held 10,485 shares of Schwab Fundamental US Small Company Index ETF worth $399K as of Q2 2026.
  • HUB Investment Partners bought 621 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $22.1K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #835 holding.
  • HUB Investment Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • HUB Investment Partners's Schwab Fundamental US Small Company Index ETF position peaked at $581K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.