Ankerstar Wealth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Ankerstar Wealth’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	$805	Buy	+23	New	+$854	﹤0.01%	562

Other funds holding FNDA

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ankerstar Wealth's FNDA Position: Q3 2026 in Review

Ankerstar Wealth opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 23 shares worth $805. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings.

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

Ankerstar Wealth held 23 shares of Schwab Fundamental US Small Company Index ETF worth $805 as of Q3 2026.
Schwab Fundamental US Small Company Index ETF was a new Ankerstar Wealth position in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Ankerstar Wealth's portfolio in Q3 2026, its #562 holding.
429 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Ankerstar Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.