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Plan A Wealth’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Plan A Wealth’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 		$447K Buy
12,773
+2,415
+23% +$89.7K 0.16% 94
2026
Q2 		$394K Buy
10,358
+256
+3% +$9.13K 0.17% 100
2026
Q1 		$328K Buy
10,102
+408
+4% +$13.7K 0.16% 112
2025
Q4 		$305K Buy
+9,694
New +$302K 0.15% 120

Other funds holding FNDA

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Plan A Wealth's FNDA Position: Q3 2026 in Review

Plan A Wealth increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 23% in Q3 2026, buying an estimated $89.7K and bringing the position to 12,773 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #94.

Plan A Wealth first reported a position in FNDA in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Plan A Wealth held 12,773 shares of Schwab Fundamental US Small Company Index ETF worth $447K as of Q3 2026.
  • Plan A Wealth bought 2,415 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $89.7K.
  • Schwab Fundamental US Small Company Index ETF made up 0.16% of Plan A Wealth's portfolio in Q3 2026, its #94 holding.
  • Plan A Wealth first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.