CFD
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Creative Financial Designs’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Creative Financial Designs’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 		$143K Buy
3,765
+1,341
+55% +$47.8K 0.01% 688
2026
Q1 		$78.6K Sell
2,424
-25
-1% -$837 ﹤0.01% 747
2025
Q4 		$77.2K Buy
2,449
+1,431
+141% +$44.6K ﹤0.01% 726
2025
Q3 		$31.7K Sell
1,018
-112
-10% -$3.4K ﹤0.01% 1007
2025
Q2 		$32.4K Sell
1,130
-68
-6% -$1.84K ﹤0.01% 1001
2025
Q1 		$32.8K Sell
1,198
-242
-17% -$7.08K ﹤0.01% 958
2024
Q4 		$42.8K Hold
1,440
– – ﹤0.01% 835
2024
Q3 		$42.9K Buy
1,440
+26
+2% +$747 ﹤0.01% 820
2024
Q2 		$38.8K Sell
1,414
-6
-0.4% -$165 ﹤0.01% 818
2024
Q1 		$40.5K Sell
1,420
-108
-7% -$2.94K ﹤0.01% 780
2023
Q4 		$42.3K Buy
1,528
+58
+4% +$1.44K ﹤0.01% 730
2023
Q3 		$35.6K Sell
1,470
-128
-8% -$3.26K ﹤0.01% 716
2023
Q2 		$40.3K Buy
1,598
+150
+10% +$3.6K ﹤0.01% 685
2023
Q1 		$35.2K Buy
1,448
+276
+24% +$6.89K ﹤0.01% 671
2022
Q4 		$27.4K Buy
1,172
+294
+33% +$6.92K ﹤0.01% 695
2022
Q3 		$19K Buy
878
+16
+2% +$381 ﹤0.01% 751
2022
Q2 		$20K Buy
862
+324
+60% +$8K ﹤0.01% 736
2022
Q1 		$14K Buy
538
+76
+16% +$2.02K ﹤0.01% 834
2021
Q4 		$13K Buy
+462
New +$12.7K ﹤0.01% 851
2021
Q3 		– Sell
-28
Closed -$1K – 1411
2021
Q2 		$1K Buy
+28
New +$745 ﹤0.01% 1377

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
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

Creative Financial Designs's FNDA Position: Q2 2026 in Review

Creative Financial Designs increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 55% in Q2 2026, buying an estimated $47.8K and bringing the position to 3,765 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #688.

Creative Financial Designs first reported a position in FNDA in Q2 2021 and has held it in 20 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Creative Financial Designs held 3,765 shares of Schwab Fundamental US Small Company Index ETF worth $143K as of Q2 2026.
  • Creative Financial Designs bought 1,341 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $47.8K.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #688 holding.
  • Creative Financial Designs first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2021 and has held it in 20 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.