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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
Q2 		$13.4K Buy
351
+304
+647% +$10.8K ﹤0.01% 131
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 $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

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

Peachtree Investment Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 647% in Q2 2026, buying an estimated $10.8K and bringing the position to 351 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Peachtree Investment Partners first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Peachtree Investment Partners held 351 shares of Schwab Fundamental US Small Company Index ETF worth $13.4K as of Q2 2026.
  • Peachtree Investment Partners bought 304 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $10.8K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #131 holding.
  • Peachtree Investment Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.