DiNuzzo Private Wealth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

DiNuzzo Private Wealth’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	$4.34K	Sell	124 -434	-78%	-$16.1K	﹤0.01%	438
2026 Q2	$21.2K	Hold	558	–	–	﹤0.01%	205
2026 Q1	$18.1K	Hold	558	–	–	﹤0.01%	209
2025 Q4	$17.6K	Hold	558	–	–	﹤0.01%	209
2025 Q3	$17.4K	Buy	558 +124	+29%	+$3.77K	﹤0.01%	200
2025 Q2	$12.4K	Hold	434	–	–	﹤0.01%	230
2025 Q1	$11.9K	Hold	434	–	–	﹤0.01%	231
2024 Q4	$12.9K	Hold	434	–	–	﹤0.01%	205
2024 Q3	$12.9K	Hold	434	–	–	﹤0.01%	218
2024 Q2	$11.9K	Buy	+434	New	+$12K	﹤0.01%	176

Other funds holding FNDA

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

DiNuzzo Private Wealth's FNDA Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 78% in Q3 2026, selling an estimated $16.1K and leaving 124 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

DiNuzzo Private Wealth first reported a position in FNDA in Q2 2024 and has held it in 10 quarters since. The position peaked at $21.2K in Q2 2026. 170 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

DiNuzzo Private Wealth held 124 shares of Schwab Fundamental US Small Company Index ETF worth $4.34K as of Q3 2026.
DiNuzzo Private Wealth sold 434 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $16.1K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #438 holding.
DiNuzzo Private Wealth first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Schwab Fundamental US Small Company Index ETF position peaked at $21.2K in Q2 2026.
170 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.