Financial Architects (Georgia)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Financial Architects (Georgia)’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	$1.33M	Sell	38,110 -285	-0.7%	-$10.6K	0.68%	15
2026 Q2	$1.46M	Sell	38,395 -1,150	-3%	-$41K	0.7%	16
2026 Q1	$1.28M	Buy	39,545 +11,320	+40%	+$379K	0.68%	16
2025 Q4	$889K	Buy	28,225 +2,400	+9%	+$74.8K	0.48%	16
2025 Q3	$805K	Hold	25,825	–	–	0.46%	17
2025 Q2	$740K	Buy	+25,825	New	+$701K	0.45%	17

Other funds holding FNDA

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

Financial Architects (Georgia)'s FNDA Position: Q3 2026 in Review

Financial Architects (Georgia) reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.74% in Q3 2026, selling an estimated $10.6K and leaving 38,110 shares worth $1.33M. The position accounts for 0.68% of the portfolio, ranked #15.

Financial Architects (Georgia) first reported a position in FNDA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.46M in Q2 2026. 406 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Financial Architects (Georgia) held 38,110 shares of Schwab Fundamental US Small Company Index ETF worth $1.33M as of Q3 2026.
Financial Architects (Georgia) sold 285 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $10.6K.
Schwab Fundamental US Small Company Index ETF made up 0.68% of Financial Architects (Georgia)'s portfolio in Q3 2026, its #15 holding.
Financial Architects (Georgia) first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2025 and has held it in 6 quarters since.
Financial Architects (Georgia)'s Schwab Fundamental US Small Company Index ETF position peaked at $1.46M in Q2 2026.
406 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Financial Architects (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.