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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Plan A Wealth's FNDA Position: Q2 2026 in Review

Plan A Wealth increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 2.5% in Q2 2026, buying an estimated $9.13K and bringing the position to 10,358 shares worth $394K. The position accounts for 0.17% of the portfolio, ranked #100.

Plan A Wealth first reported a position in FNDA in Q4 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Plan A Wealth held 10,358 shares of Schwab Fundamental US Small Company Index ETF worth $394K as of Q2 2026.
  • Plan A Wealth bought 256 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $9.13K.
  • Schwab Fundamental US Small Company Index ETF made up 0.17% of Plan A Wealth's portfolio in Q2 2026, its #100 holding.
  • Plan A Wealth first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.