Moisand Fitzgerald Tamayo’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Moisand Fitzgerald Tamayo’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	$7K	Hold	184	–	–	﹤0.01%	401
2026 Q1	$5.97K	Hold	184	–	–	﹤0.01%	389
2025 Q4	$5.8K	Hold	184	–	–	﹤0.01%	397
2025 Q3	$5.73K	Hold	184	–	–	﹤0.01%	409
2025 Q2	$5.27K	Hold	184	–	–	﹤0.01%	409
2025 Q1	$5.04K	Hold	184	–	–	﹤0.01%	410
2024 Q4	$5.46K	Hold	184	–	–	﹤0.01%	409
2024 Q3	$5.48K	Hold	184	–	–	﹤0.01%	423
2024 Q2	$5.05K	Hold	184	–	–	﹤0.01%	386
2024 Q1	$5.25K	Sell	184 -88	-32%	-$2.4K	﹤0.01%	379
2023 Q4	$7.53K	Buy	272 +184	+209%	+$4.56K	﹤0.01%	372
2023 Q3	$2.13K	Hold	88	–	–	﹤0.01%	551
2023 Q2	$2.22K	Hold	88	–	–	﹤0.01%	532
2023 Q1	$2.14K	Hold	88	–	–	﹤0.01%	546
2022 Q4	$2.06K	Hold	88	–	–	﹤0.01%	557
2022 Q3	$2K	Hold	88	–	–	﹤0.01%	494
2022 Q2	$2K	Buy	+88	New	+$2.17K	﹤0.01%	407
2022 Q1	–	Sell	-88	Closed	-$2K	–	549
2021 Q4	$2K	Hold	88	–	–	﹤0.01%	339
2021 Q3	$2K	Hold	88	–	–	﹤0.01%	330
2021 Q2	$2K	Hold	88	–	–	﹤0.01%	360
2021 Q1	$2K	Sell	88 -666	-88%	-$16.1K	﹤0.01%	302
2020 Q4	$16K	Buy	+754	New	+$14.5K	0.01%	183

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

Moisand Fitzgerald Tamayo's FNDA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 184 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Moisand Fitzgerald Tamayo first reported a position in FNDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $16K in Q4 2020. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Moisand Fitzgerald Tamayo held 184 shares of Schwab Fundamental US Small Company Index ETF worth $7K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #401 holding.
Moisand Fitzgerald Tamayo first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2020 and has held it in 22 quarters since.
Moisand Fitzgerald Tamayo's Schwab Fundamental US Small Company Index ETF position peaked at $16K in Q4 2020.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.