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

Robinswood 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	$2.29K	Hold	60	–	–	﹤0.01%	373
2026 Q1	$1.95K	Hold	60	–	–	﹤0.01%	362
2025 Q4	$1.89K	Hold	60	–	–	﹤0.01%	346
2025 Q3	$1.87K	Hold	60	–	–	﹤0.01%	338
2025 Q2	$1.72K	Hold	60	–	–	﹤0.01%	349
2025 Q1	$1.65K	Hold	60	–	–	﹤0.01%	343
2024 Q4	$1.78K	Hold	60	–	–	﹤0.01%	290
2024 Q3	$1.79K	Hold	60	–	–	﹤0.01%	299
2024 Q2	$1.65K	Hold	60	–	–	﹤0.01%	311
2024 Q1	$1.7K	Hold	60	–	–	﹤0.01%	221
2023 Q4	$1.66K	Buy	+60	New	+$1.49K	﹤0.01%	216

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

Robinswood Financial's FNDA Position: Q2 2026 in Review

Robinswood Financial held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 60 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Robinswood Financial first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. 488 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Robinswood Financial held 60 shares of Schwab Fundamental US Small Company Index ETF worth $2.29K as of Q2 2026.
Robinswood Financial left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #373 holding.
Robinswood Financial first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
488 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.