Strategic Wealth Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Strategic Wealth 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	$10.5K	Sell	276 -13	-4%	-$464	﹤0.01%	912
2026 Q1	$9.37K	Hold	289	–	–	﹤0.01%	908
2025 Q4	$9.11K	Buy	289 +13	+5%	+$405	﹤0.01%	915
2025 Q3	$8.6K	Hold	276	–	–	﹤0.01%	921
2025 Q2	$7.91K	Buy	+276	New	+$7.49K	﹤0.01%	825
2022 Q2	–	Sell	-7,700	Closed	-$206K	–	258
2022 Q1	$206K	Hold	7,700	–	–	0.04%	241
2021 Q4	$214K	Hold	7,700	–	–	0.04%	264
2021 Q3	$203K	Buy	+7,700	New	+$204K	0.06%	227
2019 Q3	–	Sell	-28	Closed	–	–	741
2019 Q2	$0	Buy	+28	New	+$526	﹤0.01%	761

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

Strategic Wealth Partners's FNDA Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.5% in Q2 2026, selling an estimated $464 and leaving 276 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Strategic Wealth Partners first reported a position in FNDA in Q2 2019 and has held it in 9 quarters since. The position peaked at $214K in Q4 2021. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Strategic Wealth Partners held 276 shares of Schwab Fundamental US Small Company Index ETF worth $10.5K as of Q2 2026.
Strategic Wealth Partners sold 13 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $464.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #912 holding.
Strategic Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2019 and has held it in 9 quarters since.
Strategic Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $214K in Q4 2021.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.