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 Q3	$519K	Buy	14,835 +584	+4%	+$21.7K	0.02%	216
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

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Root Financial Partners's FNDA Position: Q3 2026 in Review

Root Financial Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.1% in Q3 2026, buying an estimated $21.7K and bringing the position to 14,835 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #216.

Root Financial Partners first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q2 2026. 187 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Root Financial Partners held 14,835 shares of Schwab Fundamental US Small Company Index ETF worth $519K as of Q3 2026.
Root Financial Partners bought 584 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $21.7K.
Schwab Fundamental US Small Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #216 holding.
Root Financial Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
Root Financial Partners's Schwab Fundamental US Small Company Index ETF position peaked at $542K in Q2 2026.
187 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.