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
2026 Q3	$3.54K	Buy	101 +94	+1,343%	+$3.49K	﹤0.01%	635
2026 Q2	$267	Buy	+7	New	+$250	﹤0.01%	635
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

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

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

Center for Financial Planning's FNDA Position: Q3 2026 in Review

Center for Financial Planning increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1,343% in Q3 2026, buying an estimated $3.49K and bringing the position to 101 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Center for Financial Planning first reported a position in FNDA in Q1 2022 and has held it in 9 quarters since. 381 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Center for Financial Planning held 101 shares of Schwab Fundamental US Small Company Index ETF worth $3.54K as of Q3 2026.
Center for Financial Planning bought 94 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $3.49K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q3 2026, its #635 holding.
Center for Financial Planning first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and has held it in 9 quarters since.
381 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.