EWA
FNDA icon

Elevate Wealth Advisory’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Elevate Wealth Advisory’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 		$81.1K Hold
2,132
– – 0.05% 94
2026
Q1 		$69.1K Hold
2,132
– – 0.04% 92
2025
Q4 		$67.2K Hold
2,132
– – 0.05% 90
2025
Q3 		$66.4K Hold
2,132
– – 0.05% 88
2025
Q2 		$61.1K Hold
2,132
– – 0.04% 96
2025
Q1 		$58.4K Hold
2,132
– – 0.04% 95
2024
Q4 		$63.3K Hold
2,132
– – 0.05% 85
2024
Q3 		$63.5K Hold
2,132
– – 0.05% 91
2024
Q2 		$58.8K Hold
2,132
– – 0.05% 84
2024
Q1 		$60.8K Hold
2,132
– – 0.05% 80
2023
Q4 		$59K Buy
+2,132
New +$52.9K 0.05% 80

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

Elevate Wealth Advisory's FNDA Position: Q2 2026 in Review

Elevate Wealth Advisory held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 2,132 shares worth $81.1K. The position accounts for 0.05% of the portfolio, ranked #94.

Elevate Wealth Advisory first reported a position in FNDA in Q4 2023 and has held it in 11 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Elevate Wealth Advisory held 2,132 shares of Schwab Fundamental US Small Company Index ETF worth $81.1K as of Q2 2026.
  • Elevate Wealth Advisory left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.05% of Elevate Wealth Advisory's portfolio in Q2 2026, its #94 holding.
  • Elevate Wealth Advisory first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.