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Prospera Financial Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Prospera Financial Services’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 		$205K Buy
+5,391
New +$192K ﹤0.01% 1390
2025
Q4 		– Sell
-12,067
Closed -$376K – 1382
2025
Q3 		$376K Sell
12,067
-238
-2% -$7.23K 0.01% 1065
2025
Q2 		$353K Buy
12,305
+17
+0.1% +$461 0.01% 1038
2025
Q1 		$337K Sell
12,288
-18
-0.1% -$527 0.01% 941
2024
Q4 		$366K Buy
12,306
+176
+1% +$5.38K 0.01% 850
2024
Q3 		$361K Buy
12,130
+2,626
+28% +$75.5K 0.01% 849
2024
Q2 		$261K Buy
9,504
+742
+8% +$20.5K 0.01% 972
2024
Q1 		$250K Buy
8,762
+2
+0% +$55 0.01% 967
2023
Q4 		$242K Buy
+8,760
New +$217K 0.01% 925
2022
Q2 		– Sell
-54
Closed -$1K – 1962
2022
Q1 		$1K Buy
+54
New +$1.43K ﹤0.01% 2599

Other funds holding FNDA

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Prospera Financial Services's FNDA Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q2 2026: 5,391 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in FNDA as recently as Q3 2025.

Prospera Financial Services first reported a position in FNDA in Q1 2022 and has held it in 10 quarters since. The position peaked at $376K in Q3 2025. 85 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Prospera Financial Services held 5,391 shares of Schwab Fundamental US Small Company Index ETF worth $205K as of Q2 2026.
  • Schwab Fundamental US Small Company Index ETF was a new Prospera Financial Services position in Q2 2026.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1390 holding.
  • Prospera Financial Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and has held it in 10 quarters since.
  • Prospera Financial Services's Schwab Fundamental US Small Company Index ETF position peaked at $376K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.