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

Elevation Wealth 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 Q2	$3.67K	Hold	96	–	–	﹤0.01%	1086
2026 Q1	$3.12K	Hold	96	–	–	﹤0.01%	823
2025 Q4	$3.02K	Buy	96 +1	+1%	+$31	﹤0.01%	729
2025 Q3	$2.97K	Hold	95	–	–	﹤0.01%	577
2025 Q2	$2.73K	Hold	95	–	–	﹤0.01%	424
2025 Q1	$2.6K	Hold	95	–	–	﹤0.01%	430
2024 Q4	$2.81K	Buy	95 +1	+1%	+$31	﹤0.01%	432
2024 Q3	$2.81K	Hold	94	–	–	﹤0.01%	414
2024 Q2	$2.58K	Hold	94	–	–	﹤0.01%	436
2024 Q1	$2.68K	Hold	94	–	–	﹤0.01%	410
2023 Q4	$2.28K	Hold	94	–	–	﹤0.01%	394
2023 Q3	$2.28K	Sell	94 -36	-28%	-$918	﹤0.01%	293
2023 Q2	$3.28K	Buy	+130	New	+$3.12K	﹤0.01%	293

Other funds holding FNDA

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 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

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Elevation Wealth Partners's FNDA Position: Q2 2026 in Review

Elevation Wealth Partners held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 96 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Elevation Wealth Partners first reported a position in FNDA in Q2 2023 and has held it in 13 quarters since. 198 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Elevation Wealth Partners held 96 shares of Schwab Fundamental US Small Company Index ETF worth $3.67K as of Q2 2026.
Elevation Wealth Partners left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1086 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and has held it in 13 quarters since.
198 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.