Midwest Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Midwest Capital 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	$7.52K	Buy	215 +1	+0.5%	+$37	﹤0.01%	192
2026 Q2	$8.14K	Buy	+214	New	+$7.63K	﹤0.01%	176
2025 Q4	–	Sell	-212	Closed	-$6.61K	–	200
2025 Q3	$6.61K	Buy	+212	New	+$6.44K	﹤0.01%	169

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

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

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Midwest Capital Advisors's FNDA Position: Q3 2026 in Review

Midwest Capital Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.47% in Q3 2026, buying an estimated $37 and bringing the position to 215 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Midwest Capital Advisors first reported a position in FNDA in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.14K in Q2 2026. 297 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Midwest Capital Advisors held 215 shares of Schwab Fundamental US Small Company Index ETF worth $7.52K as of Q3 2026.
Midwest Capital Advisors bought 1 Schwab Fundamental US Small Company Index ETF share in Q3 2026, an estimated $37.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q3 2026, its #192 holding.
Midwest Capital Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 3 quarters since.
Midwest Capital Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $8.14K in Q2 2026.
297 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Midwest Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.