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

Financial Connections 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 Q1	$13K	Hold	418	–	–	﹤0.01%	175
2025 Q4	$13K	Hold	418	–	–	﹤0.01%	165
2025 Q3	$13K	Hold	418	–	–	0.01%	162
2025 Q2	$11K	Sell	418 -13,255	-97%	-$360K	﹤0.01%	174
2025 Q1	$373K	Buy	+13,673	New	+$400K	0.17%	44
2022 Q3	–	Sell	-78	Closed	-$1K	–	252
2022 Q2	$1K	Sell	78 -6	-7%	-$148	﹤0.01%	265
2022 Q1	$2K	Sell	84 -112	-57%	-$2.97K	﹤0.01%	255
2021 Q4	$5K	Buy	+196	New	+$5.4K	﹤0.01%	246

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Connections Group's FNDA Position: Q1 2026 in Review

Financial Connections Group held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 418 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Financial Connections Group first reported a position in FNDA in Q4 2021 and has held it in 8 quarters since. The position peaked at $373K in Q1 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Financial Connections Group held 418 shares of Schwab Fundamental US Small Company Index ETF worth $13K as of Q1 2026.
Financial Connections Group left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #175 holding.
Financial Connections Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2021 and has held it in 8 quarters since.
Financial Connections Group's Schwab Fundamental US Small Company Index ETF position peaked at $373K in Q1 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.