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Graney & King’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Graney & King’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 		$2.13K Hold
56
– – ﹤0.01% 325
2026
Q1 		$1.81K Hold
56
– – ﹤0.01% 321
2025
Q4 		$1.75K Buy
56
+1
+2% +$31 ﹤0.01% 314
2025
Q3 		$1.73K Hold
55
– – ﹤0.01% 310
2025
Q2 		$1.58K Hold
55
– – ﹤0.01% 308
2025
Q1 		$1.51K Hold
55
– – ﹤0.01% 304
2024
Q4 		$1.63K Buy
+55
New +$1.68K ﹤0.01% 279

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
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
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
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

Graney & King's FNDA Position: Q2 2026 in Review

Graney & King held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q2 2026 at 56 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Graney & King first reported a position in FNDA in Q4 2024 and has held it in 7 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Graney & King held 56 shares of Schwab Fundamental US Small Company Index ETF worth $2.13K as of Q2 2026.
  • Graney & King 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 Graney & King's portfolio in Q2 2026, its #325 holding.
  • Graney & King first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.