Morling Financial Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Morling Financial 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	$3.22K	Buy	92 +91	+9,100%	+$3.38K	﹤0.01%	131
2026 Q2	$33	Hold	1	–	–	﹤0.01%	119
2026 Q1	$28	Hold	1	–	–	﹤0.01%	105
2025 Q4	$27	Hold	1	–	–	﹤0.01%	100
2025 Q3	$27	Buy	+1	New	+$30	﹤0.01%	102
2025 Q1	–	Sell	-1,600	Closed	-$47.5K	–	129
2024 Q4	$47.5K	Hold	1,600	–	–	0.02%	94
2024 Q3	$47.7K	Buy	+1,600	New	+$46K	0.02%	84

Other funds holding FNDA

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 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

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

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

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Morling Financial Advisors's FNDA Position: Q3 2026 in Review

Morling Financial Advisors increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 9,100% in Q3 2026, buying an estimated $3.38K and bringing the position to 92 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Morling Financial Advisors first reported a position in FNDA in Q3 2024 and has held it in 7 quarters since. The position peaked at $47.7K in Q3 2024. 189 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Morling Financial Advisors held 92 shares of Schwab Fundamental US Small Company Index ETF worth $3.22K as of Q3 2026.
Morling Financial Advisors bought 91 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $3.38K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Morling Financial Advisors's portfolio in Q3 2026, its #131 holding.
Morling Financial Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2024 and has held it in 7 quarters since.
Morling Financial Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $47.7K in Q3 2024.
189 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.