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

Westmount 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	$1.54M	Hold	40,438	–	–	0.34%	66
2026 Q1	$1.31M	Hold	40,438	–	–	0.32%	68
2025 Q4	$1.27M	Sell	40,438 -141	-0.3%	-$4.4K	0.32%	64
2025 Q3	$1.27M	Hold	40,579	–	–	0.33%	64
2025 Q2	$1.16M	Hold	40,579	–	–	0.32%	65
2025 Q1	$1.11M	Buy	+40,579	New	+$1.19M	0.34%	66

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

Westmount Partners's FNDA Position: Q2 2026 in Review

Westmount Partners held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 40,438 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #66.

Westmount Partners first reported a position in FNDA in Q1 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Westmount Partners held 40,438 shares of Schwab Fundamental US Small Company Index ETF worth $1.54M as of Q2 2026.
Westmount Partners left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up 0.34% of Westmount Partners's portfolio in Q2 2026, its #66 holding.
Westmount Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2025 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.