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Clune & Associates’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Clune & Associates’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
-6,020
Closed -$229K – 166
2026
Q2 		$229K Sell
6,020
-3,252
-35% -$116K 0.03% 161
2026
Q1 		$301K Sell
9,272
-1,100
-11% -$36.8K 0.06% 139
2025
Q4 		$327K Buy
10,372
+35
+0.3% +$1.09K 0.07% 130
2025
Q3 		$322K Buy
10,337
+2,212
+27% +$67.2K 0.08% 119
2025
Q2 		$233K Buy
+8,125
New +$220K 0.06% 140

Other funds holding FNDA

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Clune & Associates's FNDA Position: Q3 2026 in Review

Clune & Associates sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026, closing a stake of 6,020 shares — an estimated $229K sold.

Clune & Associates first reported a position in FNDA in Q2 2025 and held it in 5 quarters. The position peaked at $327K in Q4 2025. 18 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Clune & Associates reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 6,020 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $229K.
  • Clune & Associates first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2025 and held it in 5 quarters.
  • Clune & Associates's Schwab Fundamental US Small Company Index ETF position peaked at $327K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.