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

Root Financial 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	$542K	Sell	14,251 -134	-0.9%	-$4.78K	0.02%	185
2026 Q1	$467K	Sell	14,385 -1,390	-9%	-$46.5K	0.02%	174
2025 Q4	$497K	Buy	15,775 +9,437	+149%	+$294K	0.03%	163
2025 Q3	$197K	Buy	+6,338	New	+$192K	0.01%	281
2025 Q2	–	Sell	-12,806	Closed	-$351K	–	260
2025 Q1	$351K	Buy	12,806 +5,381	+72%	+$157K	0.04%	141
2024 Q4	$221K	Buy	+7,425	New	+$227K	0.03%	192

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

Root Financial Partners's FNDA Position: Q2 2026 in Review

Root Financial Partners reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.93% in Q2 2026, selling an estimated $4.78K and leaving 14,251 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #185.

Root Financial Partners first reported a position in FNDA in Q4 2024 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Root Financial Partners held 14,251 shares of Schwab Fundamental US Small Company Index ETF worth $542K as of Q2 2026.
Root Financial Partners sold 134 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $4.78K.
Schwab Fundamental US Small Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #185 holding.
Root Financial Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 6 quarters since.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.