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Trust Point Inc’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Trust Point Inc’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 		$409K Buy
10,755
+875
+9% +$31.2K 0.03% 268
2026
Q1 		$320K Hold
9,880
– – 0.03% 367
2025
Q4 		$311K Hold
9,880
– – 0.02% 359
2025
Q3 		$308K Hold
9,880
– – 0.02% 361
2025
Q2 		$283K Buy
+9,880
New +$268K 0.03% 308

Other funds holding FNDA

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Trust Point Inc's FNDA Position: Q2 2026 in Review

Trust Point Inc increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 8.9% in Q2 2026, buying an estimated $31.2K and bringing the position to 10,755 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #268.

Trust Point Inc first reported a position in FNDA in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Trust Point Inc held 10,755 shares of Schwab Fundamental US Small Company Index ETF worth $409K as of Q2 2026.
  • Trust Point Inc bought 875 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $31.2K.
  • Schwab Fundamental US Small Company Index ETF made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #268 holding.
  • Trust Point Inc first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 85 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.