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 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 $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's FNDA Position: Q1 2026 in Review

Root Financial Partners reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 8.8% in Q1 2026, selling an estimated $46.5K and leaving 14,385 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #174.

Root Financial Partners first reported a position in FNDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $497K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Root Financial Partners held 14,385 shares of Schwab Fundamental US Small Company Index ETF worth $467K as of Q1 2026.
Root Financial Partners sold 1,390 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $46.5K.
Schwab Fundamental US Small Company Index ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #174 holding.
Root Financial Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 5 quarters since.
Root Financial Partners's Schwab Fundamental US Small Company Index ETF position peaked at $497K in Q4 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.