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 Q3	$3.38K	Buy	97 +1	+1%	+$37	﹤0.01%	1168
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

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Elevation Wealth Partners's FNDA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 1% in Q3 2026, buying an estimated $37 and bringing the position to 97 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Elevation Wealth Partners first reported a position in FNDA in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.67K in Q2 2026. 11 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Elevation Wealth Partners held 97 shares of Schwab Fundamental US Small Company Index ETF worth $3.38K as of Q3 2026.
Elevation Wealth Partners bought 1 Schwab Fundamental US Small Company Index ETF share in Q3 2026, an estimated $37.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1168 holding.
Elevation Wealth Partners first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Schwab Fundamental US Small Company Index ETF position peaked at $3.67K in Q2 2026.
11 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.