Cornerstone Wealth Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Cornerstone Wealth 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 Q1	$460K	Buy	+13,033	New	+$436K	0.03%	244

Other funds holding FNDA

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

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

Cornerstone Wealth Group's FNDA Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026: 13,033 shares worth $460K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings.

470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Cornerstone Wealth Group held 13,033 shares of Schwab Fundamental US Small Company Index ETF worth $460K as of Q1 2026.
Schwab Fundamental US Small Company Index ETF was a new Cornerstone Wealth Group position in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #244 holding.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.