Founders Financial Alliance’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Founders Financial Alliance’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	$3.11K	Hold	96	–	–	﹤0.01%	697
2025 Q4	$3.02K	Hold	96	–	–	﹤0.01%	569
2025 Q3	$2.99K	Hold	96	–	–	﹤0.01%	671
2025 Q2	$2.75K	Hold	96	–	–	﹤0.01%	513
2025 Q1	$2.63K	Hold	96	–	–	﹤0.01%	579
2024 Q4	$2.85K	Hold	96	–	–	﹤0.01%	539
2024 Q3	$2.86K	Buy	+96	New	+$2.76K	﹤0.01%	550

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 Financial Alliance's FNDA Position: Q1 2026 in Review

Founders Financial Alliance held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 96 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Founders Financial Alliance first reported a position in FNDA in Q3 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Founders Financial Alliance held 96 shares of Schwab Fundamental US Small Company Index ETF worth $3.11K as of Q1 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q1 2026, its #697 holding.
Founders Financial Alliance first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.