First Affirmative Financial Network
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First Affirmative Financial Network’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

First Affirmative Financial Network’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 		$2.66M Buy
+76,018
New +$2.82M 0.58% 38

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Resonant Capital Advisors
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Gemmer Asset Management
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Trilogy Capital
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Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
Sound Stewardship
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Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

First Affirmative Financial Network's FNDA Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 76,018 shares worth $2.66M. The stake represents 0.58% of the portfolio and ranks #38 among its holdings.

116 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • First Affirmative Financial Network held 76,018 shares of Schwab Fundamental US Small Company Index ETF worth $2.66M as of Q3 2026.
  • Schwab Fundamental US Small Company Index ETF was a new First Affirmative Financial Network position in Q3 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.58% of First Affirmative Financial Network's portfolio in Q3 2026, its #38 holding.
  • 116 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.