Next Level Wealth Planning
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Next Level Wealth Planning’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Next Level Wealth Planning’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 		$18.4K Buy
+527
New +$19.6K 0.01% 275

Other funds holding FNDA

Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Wealth Forward LLC
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
Solitude Financial Services
Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Next Level Wealth Planning's FNDA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 527 shares worth $18.4K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

275 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Next Level Wealth Planning held 527 shares of Schwab Fundamental US Small Company Index ETF worth $18.4K as of Q3 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Schwab Fundamental US Small Company Index ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #275 holding.
  • 275 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.