Armstrong Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Armstrong Advisory Group’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 Q2	$2.97K	Hold	78	–	–	﹤0.01%	853
2026 Q1	$2.53K	Hold	78	–	–	﹤0.01%	850
2025 Q4	$2.46K	Hold	78	–	–	﹤0.01%	845
2025 Q3	$2.43K	Hold	78	–	–	﹤0.01%	841
2025 Q2	$2.23K	Sell	78 -240	-75%	-$6.51K	﹤0.01%	834
2025 Q1	$9.45K	Hold	318	–	–	﹤0.01%	635
2024 Q4	$9.45K	Hold	318	–	–	﹤0.01%	635
2024 Q3	$9.47K	Buy	318 +240	+308%	+$6.9K	﹤0.01%	603
2024 Q2	$2.14K	Buy	+78	New	+$2.15K	﹤0.01%	726

Other funds holding FNDA

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Armstrong Advisory Group's FNDA Position: Q2 2026 in Review

Armstrong Advisory Group held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 78 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Armstrong Advisory Group first reported a position in FNDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.47K in Q3 2024. 85 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Armstrong Advisory Group held 78 shares of Schwab Fundamental US Small Company Index ETF worth $2.97K as of Q2 2026.
Armstrong Advisory Group left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #853 holding.
Armstrong Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 9 quarters since.
Armstrong Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $9.47K in Q3 2024.
85 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.