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Tempus Wealth Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Tempus Wealth Planning’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 		$788K Buy
20,717
+1,268
+7% +$45.2K 0.15% 150
2026
Q1 		$631K Buy
19,449
+352
+2% +$11.8K 0.14% 158
2025
Q4 		$602K Buy
19,097
+621
+3% +$19.4K 0.14% 158
2025
Q3 		$576K Buy
18,476
+1,456
+9% +$44.2K 0.13% 168
2025
Q2 		$488K Buy
17,020
+1,203
+8% +$32.6K 0.12% 170
2025
Q1 		$433K Buy
15,817
+531
+3% +$15.5K 0.13% 162
2024
Q4 		$454K Buy
15,286
+416
+3% +$12.7K 0.14% 152
2024
Q3 		$443K Sell
14,870
-90
-0.6% -$2.59K 0.16% 135
2024
Q2 		$411K Buy
14,960
+586
+4% +$16.2K 0.17% 126
2024
Q1 		$410K Buy
14,374
+498
+4% +$13.6K 0.18% 128
2023
Q4 		$384K Buy
13,876
+1,490
+12% +$37K 0.17% 129
2023
Q3 		$300K Buy
12,386
+116
+0.9% +$2.96K 0.15% 125
2023
Q2 		$310K Buy
12,270
+1,298
+12% +$31.2K 0.14% 138
2023
Q1 		$267K Buy
+10,972
New +$274K 0.13% 136

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
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

Tempus Wealth Planning's FNDA Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.5% in Q2 2026, buying an estimated $45.2K and bringing the position to 20,717 shares worth $788K. The position accounts for 0.15% of the portfolio, ranked #150.

Tempus Wealth Planning first reported a position in FNDA in Q1 2023 and has held it in 14 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Tempus Wealth Planning held 20,717 shares of Schwab Fundamental US Small Company Index ETF worth $788K as of Q2 2026.
  • Tempus Wealth Planning bought 1,268 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $45.2K.
  • Schwab Fundamental US Small Company Index ETF made up 0.15% of Tempus Wealth Planning's portfolio in Q2 2026, its #150 holding.
  • Tempus Wealth Planning first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.