Center for Financial Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Center for Financial Planning’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
2025 Q2	–	Sell	-70	Closed	-$1.92K	–	673
2025 Q1	$1.92K	Buy	+70	New	+$2.05K	﹤0.01%	588
2023 Q3	–	Sell	-10	Closed	-$253	–	534
2023 Q2	$253	Hold	10	–	–	﹤0.01%	552
2023 Q1	$244	Hold	10	–	–	﹤0.01%	517
2022 Q4	$234	Hold	10	–	–	﹤0.01%	524
2022 Q3	$0	Hold	10	–	–	﹤0.01%	652
2022 Q2	$0	Hold	10	–	–	﹤0.01%	542
2022 Q1	$0	Buy	+10	New	+$265	﹤0.01%	550

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWP

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

IIC

Ironwood Investment Counsel Scottsdale, Arizona $694M AUM 16.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Center for Financial Planning's FNDA Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2025, closing a stake of 70 shares — an estimated $1.92K sold.

Center for Financial Planning first reported a position in FNDA in Q1 2022 and held it in 7 quarters. The position peaked at $1.92K in Q1 2025. 424 funds tracked by Wall St. Rank hold FNDA as of Q2 2025.

Center for Financial Planning reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 70 Schwab Fundamental US Small Company Index ETF shares in Q2 2025, an estimated $1.92K.
Center for Financial Planning first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and held it in 7 quarters.
Center for Financial Planning's Schwab Fundamental US Small Company Index ETF position peaked at $1.92K in Q1 2025.
424 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.