Planning Project LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Planning Project LLC’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
2025 Q4	$17.7K	Buy	+562	New	+$17.5K	﹤0.01%	90

Other funds holding FNDA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Planning Project LLC's FNDA Position: Q4 2025 in Review

Planning Project LLC opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2025: 562 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #90 among its holdings.

459 funds tracked by Wall St. Rank hold FNDA as of Q4 2025.

Planning Project LLC held 562 shares of Schwab Fundamental US Small Company Index ETF worth $17.7K as of Q4 2025.
Schwab Fundamental US Small Company Index ETF was a new Planning Project LLC position in Q4 2025.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #90 holding.
459 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.