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

Signal Tree 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	$2.62M	Buy	68,812 +963	+1%	+$34.3K	1.74%	16
2026 Q1	$2.2M	Buy	67,849 +44	+0.1%	+$1.47K	1.66%	17
2025 Q4	$2.14M	Buy	67,805 +667	+1%	+$20.8K	1.63%	18
2025 Q3	$2.1M	Sell	67,138 -76,344	-53%	-$2.32M	1.66%	18
2025 Q2	$4.11M	Sell	143,482 -21,136	-13%	-$573K	3.54%	8
2025 Q1	$4.51M	Buy	164,618 +35,893	+28%	+$1.05M	4.52%	6
2024 Q4	$3.82M	Buy	+128,725	New	+$3.93M	4.49%	7

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

Signal Tree Financial Partners's FNDA Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1.4% in Q2 2026, buying an estimated $34.3K and bringing the position to 68,812 shares worth $2.62M. The position accounts for 1.74% of the portfolio, ranked #16.

Signal Tree Financial Partners first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q1 2025. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Signal Tree Financial Partners held 68,812 shares of Schwab Fundamental US Small Company Index ETF worth $2.62M as of Q2 2026.
Signal Tree Financial Partners bought 963 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $34.3K.
Schwab Fundamental US Small Company Index ETF made up 1.74% of Signal Tree Financial Partners's portfolio in Q2 2026, its #16 holding.
Signal Tree 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.
Signal Tree Financial Partners's Schwab Fundamental US Small Company Index ETF position peaked at $4.51M in Q1 2025.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.