Paladin Advisory Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Paladin Advisory Group’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	$454	Hold	14	–	–	﹤0.01%	239
2025 Q4	$441	Sell	14 -24	-63%	-$748	﹤0.01%	242
2025 Q3	$1.18K	Hold	38	–	–	﹤0.01%	234
2025 Q2	$1.09K	Buy	+38	New	+$1.03K	﹤0.01%	241

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

Paladin Advisory Group's FNDA Position: Q1 2026 in Review

Paladin Advisory Group held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 14 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Paladin Advisory Group first reported a position in FNDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.18K in Q3 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Paladin Advisory Group held 14 shares of Schwab Fundamental US Small Company Index ETF worth $454 as of Q1 2026.
Paladin Advisory Group left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #239 holding.
Paladin Advisory Group first reported a position in Schwab Fundamental US Small Company Index ETF in Q2 2025 and has held it in 4 quarters since.
Paladin Advisory Group's Schwab Fundamental US Small Company Index ETF position peaked at $1.18K in Q3 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.