Builder Investment Group
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Builder Investment Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Builder Investment 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
Q3 		– Sell
-5,411
Closed -$206K – 107
2026
Q2 		$206K Buy
+5,411
New +$193K 0.04% 106
2025
Q2 		– Sell
-9,866
Closed -$270K – 104
2025
Q1 		$270K Hold
9,866
– – 0.08% 86
2024
Q4 		$293K Sell
9,866
-4
-0% -$122 0.08% 84
2024
Q3 		$294K Sell
9,870
-306
-3% -$8.8K 0.08% 80
2024
Q2 		$279K Sell
10,176
-974
-9% -$26.9K 0.08% 79
2024
Q1 		$318K Sell
11,150
-42
-0.4% -$1.14K 0.09% 77
2023
Q4 		$310K Hold
11,192
– – 0.11% 82
2023
Q3 		$271K Buy
11,192
+124
+1% +$3.16K 0.11% 80
2023
Q2 		$279K Buy
11,068
+140
+1% +$3.36K 0.11% 79
2023
Q1 		$266K Buy
10,928
+198
+2% +$4.94K 0.12% 78
2022
Q4 		$251K Buy
+10,730
New +$252K 0.12% 77

Other funds holding FNDA

Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Builder Investment Group's FNDA Position: Q3 2026 in Review

Builder Investment Group sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026, closing a stake of 5,411 shares — an estimated $206K sold.

Builder Investment Group first reported a position in FNDA in Q4 2022 and held it in 11 quarters. The position peaked at $318K in Q1 2024. 129 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Builder Investment Group reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2026 after selling out during the quarter.
  • Builder Investment Group sold 5,411 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $206K.
  • Builder Investment Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and held it in 11 quarters.
  • Builder Investment Group's Schwab Fundamental US Small Company Index ETF position peaked at $318K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Builder Investment Group's 13F filing for Q3 2026, filed 22 Oct 2026.