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Red Mountain Financial’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Red Mountain Financial’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 		$1.31M Buy
34,382
+850
+3% +$30.3K 1.1% 24
2026
Q1 		$1.09M Sell
33,532
-2,224
-6% -$74.4K 1.02% 27
2025
Q4 		$1.13M Buy
35,756
+522
+1% +$16.3K 1.11% 26
2025
Q3 		$1.1M Buy
35,234
+952
+3% +$28.9K 1.11% 25
2025
Q2 		$982K Buy
34,282
+74
+0.2% +$2.01K 1.09% 26
2025
Q1 		$937K Buy
34,208
+234
+0.7% +$6.85K 1.14% 26
2024
Q4 		$1.01M Buy
33,974
+138
+0.4% +$4.21K 1.08% 26
2024
Q3 		$1.01M Buy
33,836
+212
+0.6% +$6.09K 1.07% 27
2024
Q2 		$923K Buy
+33,624
New +$927K 1.11% 26
2023
Q4 		$890K Buy
+32,156
New +$798K 1.38% 22

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

Red Mountain Financial's FNDA Position: Q2 2026 in Review

Red Mountain Financial increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 2.5% in Q2 2026, buying an estimated $30.3K and bringing the position to 34,382 shares worth $1.31M. The position accounts for 1.1% of the portfolio, ranked #24.

Red Mountain Financial first reported a position in FNDA in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Red Mountain Financial held 34,382 shares of Schwab Fundamental US Small Company Index ETF worth $1.31M as of Q2 2026.
  • Red Mountain Financial bought 850 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $30.3K.
  • Schwab Fundamental US Small Company Index ETF made up 1.1% of Red Mountain Financial's portfolio in Q2 2026, its #24 holding.
  • Red Mountain Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.