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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Center for Financial Planning's FNDA Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 7 shares worth $267. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in FNDA as recently as Q1 2025.

Center for Financial Planning first reported a position in FNDA in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.92K in Q1 2025. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Center for Financial Planning held 7 shares of Schwab Fundamental US Small Company Index ETF worth $267 as of Q2 2026.
Schwab Fundamental US Small Company Index ETF was a new Center for Financial Planning position in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 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 8 quarters since.
Center for Financial Planning's Schwab Fundamental US Small Company Index ETF position peaked at $1.92K in Q1 2025.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.