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 Q2	$3.65K	Hold	96	–	–	﹤0.01%	744
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 $751B AUM 38.74% 1-Year Est. Return

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MWP

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Founders Financial Alliance's FNDA Position: Q2 2026 in Review

Founders Financial Alliance held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 96 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Founders Financial Alliance first reported a position in FNDA in Q3 2024 and has held it in 8 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

Founders Financial Alliance held 96 shares of Schwab Fundamental US Small Company Index ETF worth $3.65K as of Q2 2026.
Founders Financial Alliance left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #744 holding.
Founders Financial Alliance first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 8 quarters since.
486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.