Everhart Financial Group
FNDA icon

Everhart Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Everhart Financial Group’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 		$212K Hold
6,061
– – 0.01% 452
2026
Q2 		$231K Sell
6,061
-1,010
-14% -$36K 0.01% 429
2026
Q1 		$229K Buy
+7,071
New +$237K 0.02% 418

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Everhart Financial Group's FNDA Position: Q3 2026 in Review

Everhart Financial Group held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2026 at 6,061 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #452.

Everhart Financial Group first reported a position in FNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $231K in Q2 2026. 325 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Everhart Financial Group held 6,061 shares of Schwab Fundamental US Small Company Index ETF worth $212K as of Q3 2026.
  • Everhart Financial Group left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #452 holding.
  • Everhart Financial Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Everhart Financial Group's Schwab Fundamental US Small Company Index ETF position peaked at $231K in Q2 2026.
  • 325 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.