Halbert Hargrove Global Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Halbert Hargrove Global Advisors’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	$3.54K	Hold	101	–	–	﹤0.01%	325
2026 Q2	$3.84K	Hold	101	–	–	﹤0.01%	357
2026 Q1	$3.28K	Hold	101	–	–	﹤0.01%	334
2025 Q4	$3.18K	Hold	101	–	–	﹤0.01%	336
2025 Q3	$3.15K	Buy	+101	New	+$3.07K	﹤0.01%	489

Other funds holding FNDA

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

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

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

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Halbert Hargrove Global Advisors's FNDA Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q3 2026 at 101 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Halbert Hargrove Global Advisors first reported a position in FNDA in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.84K in Q2 2026. 129 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Halbert Hargrove Global Advisors held 101 shares of Schwab Fundamental US Small Company Index ETF worth $3.54K as of Q3 2026.
Halbert Hargrove Global Advisors 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 Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #325 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 5 quarters since.
Halbert Hargrove Global Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $3.84K in Q2 2026.
129 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.