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Showing 8 of 11 quarters

Position history for FWFocus Partners Wealth's holdings in SCHWAB FNDMNTL US SM CO ETF

Focus Partners Wealth holds 215,745 shares of FNDA (SCHWAB FNDMNTL US SM CO ETF), worth $8.2M as of 2026-Q2. The position was increased (+8.1% shares). FNDA represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$8.2M

Current Shares

215,745

Total Value Change

+$6.1M

Total Shares Change

+179,561

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
215,745
+8.1%
$8.2M0.0%$38.06
30
2026-Q1
Increased
199,652
+18.2%
$6.5M0.0%$34.19
32
2025-Q4
Increased
168,868
+4.7%
$5.3M0.0%$31.86
28
2025-Q3
Increased
161,245
+3.8%
$5M0.0%$30.99
28
2025-Q2
Increased
155,423
+95.8%
$4.5M0.0%$28.45
43
2025-Q1
Decreased
79,374
-66.0%
$2.2M0.0%$27.05
0
2024-Q4
Increased
233,308
+544.8%
$6.9M0.0%$29.21
44
2024-Q3
Decreased
36,184
-23.5%
$2.2M0.0%$29.20
0

Other major holders of FNDA: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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