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

Peachtree 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
Q1 		$1.51K Hold
47
– – ﹤0.01% 129
2025
Q4 		$1.47K Buy
47
+1
+2% +$31 ﹤0.01% 127
2025
Q3 		$1.45K Hold
46
– – ﹤0.01% 127
2025
Q2 		$1.32K Hold
46
– – ﹤0.01% 125
2025
Q1 		$1.26K Hold
46
– – ﹤0.01% 123
2024
Q4 		$1.37K Buy
+46
New +$1.41K ﹤0.01% 109

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peachtree Investment Partners's FNDA Position: Q1 2026 in Review

Peachtree Investment Partners held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 47 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Peachtree Investment Partners first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

  • Peachtree Investment Partners held 47 shares of Schwab Fundamental US Small Company Index ETF worth $1.51K as of Q1 2026.
  • Peachtree Investment Partners left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #129 holding.
  • Peachtree Investment Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.