Founders Capital Management (Texas)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Founders Capital Management (Texas)’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	$4.51M	Buy	139,010 +67,519	+94%	+$2.26M	2.2%	17
2025 Q4	$2.25M	Sell	71,491 -282	-0.4%	-$8.79K	1.17%	22
2025 Q3	$2.24M	Buy	71,773 +837	+1%	+$25.4K	1.18%	23
2025 Q2	$2.03M	Sell	70,936 -1,543	-2%	-$41.9K	1.22%	22
2025 Q1	$1.99M	Buy	72,479 +681	+0.9%	+$19.9K	1.28%	23
2024 Q4	$2.13M	Buy	71,798 +1,136	+2%	+$34.7K	1.35%	23
2024 Q3	$2.1M	Sell	70,662 -26	-0%	-$747	1.28%	22
2024 Q2	$1.94M	Buy	+70,688	New	+$1.95M	1.26%	24

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

Founders Capital Management (Texas)'s FNDA Position: Q1 2026 in Review

Founders Capital Management (Texas) increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 94% in Q1 2026, buying an estimated $2.26M and bringing the position to 139,010 shares worth $4.51M. The position accounts for 2.2% of the portfolio, ranked #17.

Founders Capital Management (Texas) first reported a position in FNDA in Q2 2024 and has held it in 8 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Founders Capital Management (Texas) held 139,010 shares of Schwab Fundamental US Small Company Index ETF worth $4.51M as of Q1 2026.
Founders Capital Management (Texas) bought 67,519 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $2.26M.
Schwab Fundamental US Small Company Index ETF made up 2.2% of Founders Capital Management (Texas)'s portfolio in Q1 2026, its #17 holding.
Founders Capital Management (Texas) first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2024 and has held it in 8 quarters since.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.