Independent Advisor Alliance’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Independent Advisor 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	$373K	Buy	11,493 +1,159	+11%	+$38.8K	﹤0.01%	1234
2025 Q4	$326K	Hold	10,334	–	–	0.01%	774
2025 Q3	$322K	Hold	10,334	–	–	0.01%	746
2025 Q2	$296K	Sell	10,334 -114	-1%	-$3.09K	0.01%	724
2025 Q1	$286K	Sell	10,448 -1,507	-13%	-$44.1K	0.01%	665
2024 Q4	$355K	Buy	+11,955	New	+$365K	﹤0.01%	1067
2020 Q1	–	Sell	-13,882	Closed	-$279K	–	547
2019 Q4	$279K	Buy	+13,882	New	+$270K	0.01%	700

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

Independent Advisor Alliance's FNDA Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 11% in Q1 2026, buying an estimated $38.8K and bringing the position to 11,493 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Independent Advisor Alliance first reported a position in FNDA in Q4 2019 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Independent Advisor Alliance held 11,493 shares of Schwab Fundamental US Small Company Index ETF worth $373K as of Q1 2026.
Independent Advisor Alliance bought 1,159 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $38.8K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1234 holding.
Independent Advisor Alliance first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.