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 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 $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

Strategic Wealth Partners's FNDA Position: Q1 2026 in Review

Strategic Wealth Partners held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 289 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Strategic Wealth Partners first reported a position in FNDA in Q2 2019 and has held it in 8 quarters since. The position peaked at $214K in Q4 2021. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Strategic Wealth Partners held 289 shares of Schwab Fundamental US Small Company Index ETF worth $9.37K as of Q1 2026.
Strategic Wealth Partners left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #908 holding.
Strategic Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $214K in Q4 2021.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.