Apella Capital’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Apella Capital’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	$311K	Buy	+8,795	New	+$327K	﹤0.01%	630

Other funds holding FNDA

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Apella Capital's FNDA Position: Q3 2026 in Review

Apella Capital opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 8,795 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings.

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

Apella Capital held 8,795 shares of Schwab Fundamental US Small Company Index ETF worth $311K as of Q3 2026.
Schwab Fundamental US Small Company Index ETF was a new Apella Capital position in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #630 holding.
11 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.