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 Q3	$3.36K	Hold	96	–	–	﹤0.01%	624
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

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Founders Financial Alliance's FNDA Position: Q3 2026 in Review

Founders Financial Alliance held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2026 at 96 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Founders Financial Alliance first reported a position in FNDA in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.65K in Q2 2026. 325 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Founders Financial Alliance held 96 shares of Schwab Fundamental US Small Company Index ETF worth $3.36K as of Q3 2026.
Founders Financial Alliance left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q3 2026, its #624 holding.
Founders Financial Alliance first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 9 quarters since.
Founders Financial Alliance's Schwab Fundamental US Small Company Index ETF position peaked at $3.65K in Q2 2026.
325 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.