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Scheeler Financial LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Scheeler Financial LLC’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
Q3 		$203K Buy
+5,814
New +$216K 0.15% 77

Other funds holding FNDA

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Scheeler Financial LLC's FNDA Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 5,814 shares worth $203K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings.

24 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Scheeler Financial LLC held 5,814 shares of Schwab Fundamental US Small Company Index ETF worth $203K as of Q3 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Scheeler Financial LLC position in Q3 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.15% of Scheeler Financial LLC's portfolio in Q3 2026, its #77 holding.
  • 24 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.