Reston Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Reston Wealth Management’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	$7.45M	Buy	195,627 +4,553	+2%	+$162K	2.01%	10
2026 Q1	$6.2M	Buy	191,074 +3,680	+2%	+$123K	1.9%	10
2025 Q4	$5.9M	Sell	187,394 -146	-0.1%	-$4.55K	1.81%	11
2025 Q3	$5.84M	Buy	187,540 +16,699	+10%	+$507K	1.89%	11
2025 Q2	$4.89M	Buy	170,841 +28,467	+20%	+$772K	1.72%	11
2025 Q1	$3.9M	Buy	142,374 +9,430	+7%	+$276K	1.58%	11
2024 Q4	$3.95M	Buy	132,944 +13,742	+12%	+$420K	1.47%	12
2024 Q3	$3.55M	Buy	119,202 +6,104	+5%	+$175K	1.29%	12
2024 Q2	$3.11M	Buy	113,098 +2,366	+2%	+$65.3K	1.24%	12
2024 Q1	$3.16M	Buy	110,732 +54,554	+97%	+$1.49M	1.28%	12
2023 Q4	$1.55M	Sell	56,178 -13,394	-19%	-$332K	0.71%	16
2023 Q3	$1.69M	Sell	69,572 -23,012	-25%	-$587K	0.85%	15
2023 Q2	$2.34M	Buy	92,584 +3,060	+3%	+$73.5K	1.11%	12
2023 Q1	$2.18M	Sell	89,524 -150	-0.2%	-$3.75K	1.14%	15
2022 Q4	$2.09M	Buy	89,674 +2,076	+2%	+$48.8K	1.16%	15
2022 Q3	$1.86M	Buy	87,598 +2,690	+3%	+$64.1K	1.11%	14
2022 Q2	$1.92M	Sell	84,908 -1,498	-2%	-$37K	1.07%	14
2022 Q1	$2.31M	Sell	86,406 -12,902	-13%	-$342K	1.18%	14
2021 Q4	$2.76M	Buy	99,308 +21,628	+28%	+$596K	1.34%	13
2021 Q3	$2.05M	Buy	77,680 +1,894	+2%	+$50.3K	1.07%	15
2021 Q2	$2.06M	Buy	75,786 +6,732	+10%	+$179K	1.03%	16
2021 Q1	$1.75M	Sell	69,054 -1,252	-2%	-$30.3K	0.92%	14
2020 Q4	$1.51M	Buy	70,306 +1,318	+2%	+$25.4K	0.86%	15
2020 Q3	$1.14M	Sell	68,988 -476	-0.7%	-$7.99K	0.73%	15
2020 Q2	$1.1M	Sell	69,464 -7,160	-9%	-$106K	0.76%	16
2020 Q1	$991K	Buy	76,624 +1,492	+2%	+$26.4K	0.8%	17
2019 Q4	$1.51M	Sell	75,132 -5,814	-7%	-$113K	1.21%	15
2019 Q3	$1.53M	Sell	80,946 -46,770	-37%	-$874K	1.37%	15
2019 Q2	$2.41M	Buy	127,716 +1,452	+1%	+$27.3K	1.89%	11
2019 Q1	$2.42M	Sell	126,264 -2,084	-2%	-$38.2K	1.94%	11
2018 Q4	$2.11M	Buy	+128,348	New	+$2.35M	2.01%	12

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

Reston Wealth Management's FNDA Position: Q2 2026 in Review

Reston Wealth Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 2.4% in Q2 2026, buying an estimated $162K and bringing the position to 195,627 shares worth $7.45M. The position accounts for 2.01% of the portfolio, ranked #10.

Reston Wealth Management first reported a position in FNDA in Q4 2018 and has held it in 31 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Reston Wealth Management held 195,627 shares of Schwab Fundamental US Small Company Index ETF worth $7.45M as of Q2 2026.
Reston Wealth Management bought 4,553 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $162K.
Schwab Fundamental US Small Company Index ETF made up 2.01% of Reston Wealth Management's portfolio in Q2 2026, its #10 holding.
Reston Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2018 and has held it in 31 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.