OHWP
FNDA icon

Oak Harbor Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Oak Harbor 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 		$1.68K Buy
+44
New +$1.57K ﹤0.01% 217

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

Oak Harbor Wealth Partners's FNDA Position: Q2 2026 in Review

Oak Harbor Wealth Partners opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 44 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings.

483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Oak Harbor Wealth Partners held 44 shares of Schwab Fundamental US Small Company Index ETF worth $1.68K as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Oak Harbor Wealth Partners position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.