DDD Partners
FNDA icon

DDD Partners’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

DDD Partners’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 		$527K Buy
15,044
+132
+0.9% +$4.9K 0.03% 119
2026
Q2 		$568K Sell
14,912
-28,826
-66% -$1.03M 0.04% 103
2026
Q1 		$1.42M Buy
43,738
+375
+0.9% +$12.6K 0.1% 76
2025
Q4 		$1.37M Buy
43,363
+1,481
+4% +$46.2K 0.09% 75
2025
Q3 		$1.31M Buy
41,882
+1,588
+4% +$48.2K 0.08% 70
2025
Q2 		$1.15M Buy
40,294
+735
+2% +$19.9K 0.12% 62
2025
Q1 		$1.08M Buy
39,559
+954
+2% +$27.9K 0.13% 55
2024
Q4 		$1.15M Buy
38,605
+543
+1% +$16.6K 0.14% 53
2024
Q3 		$1.13M Buy
38,062
+1,588
+4% +$45.6K 0.12% 55
2024
Q2 		$1M Buy
36,474
+1,092
+3% +$30.1K 0.12% 57
2024
Q1 		$1.01M Buy
35,382
+2,710
+8% +$73.9K 0.12% 53
2023
Q4 		$904K Buy
32,672
+2,002
+7% +$49.7K 0.12% 53
2023
Q3 		$730K Buy
30,670
+890
+3% +$22.7K 0.11% 54
2023
Q2 		$751K Buy
29,780
+276
+0.9% +$6.63K 0.1% 53
2023
Q1 		$718K Buy
29,504
+1,384
+5% +$34.6K 0.11% 50
2022
Q4 		$657K Buy
28,120
+66
+0.2% +$1.55K 0.11% 48
2022
Q3 		$596K Buy
28,054
+4,516
+19% +$108K 0.11% 50
2022
Q2 		$533K Buy
23,538
+1,172
+5% +$28.9K 0.09% 52
2022
Q1 		$598K Buy
22,366
+1,248
+6% +$33.1K 0.08% 51
2021
Q4 		$587K Buy
21,118
+752
+4% +$20.7K 0.08% 56
2021
Q3 		$536K Buy
20,366
+164
+0.8% +$4.35K 0.08% 51
2021
Q2 		$549K Buy
20,202
+2,018
+11% +$53.7K 0.08% 48
2021
Q1 		$461K Sell
18,184
-4,774
-21% -$116K 0.08% 51
2020
Q4 		$493K Buy
22,958
+3,836
+20% +$74K 0.1% 44
2020
Q3 		$316K Buy
19,122
+392
+2% +$6.58K 0.08% 39
2020
Q2 		$297K Buy
+18,730
New +$277K 0.09% 34

Other funds holding FNDA

Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Solitude Financial Services
Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

DDD Partners's FNDA Position: Q3 2026 in Review

DDD Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.89% in Q3 2026, buying an estimated $4.9K and bringing the position to 15,044 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #119.

DDD Partners first reported a position in FNDA in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.42M in Q1 2026. 265 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • DDD Partners held 15,044 shares of Schwab Fundamental US Small Company Index ETF worth $527K as of Q3 2026.
  • DDD Partners bought 132 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $4.9K.
  • Schwab Fundamental US Small Company Index ETF made up 0.03% of DDD Partners's portfolio in Q3 2026, its #119 holding.
  • DDD Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2020 and has held it in 26 quarters since.
  • DDD Partners's Schwab Fundamental US Small Company Index ETF position peaked at $1.42M in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.