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

Align Financial’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	$26.6K	Buy	+759	New	+$28.2K	0.01%	219

Other funds holding FNDA

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Align Financial's FNDA Position: Q3 2026 in Review

Align Financial opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 759 shares worth $26.6K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

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

Align Financial held 759 shares of Schwab Fundamental US Small Company Index ETF worth $26.6K as of Q3 2026.
Schwab Fundamental US Small Company Index ETF was a new Align Financial position in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up 0.01% of Align Financial's portfolio in Q3 2026, its #219 holding.
87 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.