FFA
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Farther Finance Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Farther Finance Advisors’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 		$2.97M Buy
84,903
+1,749
+2% +$64.9K 0.02% 605
2026
Q2 		$3.16M Buy
83,154
+5,864
+8% +$209K 0.02% 541
2026
Q1 		$2.52M Sell
77,290
-2,404
-3% -$80.5K 0.02% 550
2025
Q4 		$2.51M Buy
79,694
+31,992
+67% +$997K 0.03% 503
2025
Q3 		$1.49M Buy
47,702
+713
+2% +$21.7K 0.02% 564
2025
Q2 		$1.35M Buy
46,989
+27,462
+141% +$745K 0.03% 484
2025
Q1 		$537K Sell
19,527
-515
-3% -$15.1K 0.01% 755
2024
Q4 		$595K Sell
20,042
-4,010
-17% -$122K 0.02% 528
2024
Q3 		$716K Sell
24,052
-11,982
-33% -$344K 0.03% 463
2024
Q2 		$980K Buy
36,034
+7,360
+26% +$203K 0.05% 306
2024
Q1 		$809K Sell
28,674
-276
-1% -$7.53K 0.05% 292
2023
Q4 		$801K Sell
28,950
-6,582
-19% -$163K 0.06% 265
2023
Q3 		$861K Sell
35,532
-1,074
-3% -$27.4K 0.14% 134
2023
Q2 		$923K Sell
36,606
-3,274
-8% -$78.6K 0.2% 97
2023
Q1 		$970K Sell
39,880
-5,974
-13% -$149K 0.28% 69
2022
Q4 		$1.07M Buy
+45,854
New +$1.08M 0.42% 42

Other funds holding FNDA

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 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
CA
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
AC
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Farther Finance Advisors's FNDA Position: Q3 2026 in Review

Farther Finance Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 2.1% in Q3 2026, buying an estimated $64.9K and bringing the position to 84,903 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #605.

Farther Finance Advisors first reported a position in FNDA in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.16M in Q2 2026. 11 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Farther Finance Advisors held 84,903 shares of Schwab Fundamental US Small Company Index ETF worth $2.97M as of Q3 2026.
  • Farther Finance Advisors bought 1,749 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $64.9K.
  • Schwab Fundamental US Small Company Index ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #605 holding.
  • Farther Finance Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $3.16M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.