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

Liberty Square 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
2026 Q2	$1.77M	Sell	46,444 -5,978	-11%	-$213K	0.42%	29
2026 Q1	$1.7M	Sell	52,422 -9,850	-16%	-$330K	0.47%	28
2025 Q4	$1.96M	Sell	62,272 -79,584	-56%	-$2.48M	0.56%	26
2025 Q3	$4.42M	Sell	141,856 -46,813	-25%	-$1.42M	1.36%	14
2025 Q2	$5.41M	Buy	188,669 +60,517	+47%	+$1.64M	1.87%	10
2025 Q1	$3.51M	Buy	128,152 +20,831	+19%	+$609K	1.34%	13
2024 Q4	$3.24M	Buy	+107,321	New	+$3.28M	1.18%	13

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

Liberty Square Wealth Partners's FNDA Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 11% in Q2 2026, selling an estimated $213K and leaving 46,444 shares worth $1.77M. The position accounts for 0.42% of the portfolio, ranked #29.

Liberty Square Wealth Partners first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q2 2025. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Liberty Square Wealth Partners held 46,444 shares of Schwab Fundamental US Small Company Index ETF worth $1.77M as of Q2 2026.
Liberty Square Wealth Partners sold 5,978 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $213K.
Schwab Fundamental US Small Company Index ETF made up 0.42% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #29 holding.
Liberty Square Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $5.41M in Q2 2025.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.