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 Q3	$203K	Buy	5,637 +246	+5%	+$9.13K	﹤0.01%	1432
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

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Prospera Financial Services's FNDA Position: Q3 2026 in Review

Prospera Financial Services increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 4.6% in Q3 2026, buying an estimated $9.13K and bringing the position to 5,637 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Prospera Financial Services first reported a position in FNDA in Q1 2022 and has held it in 11 quarters since. The position peaked at $376K in Q3 2025. 278 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Prospera Financial Services held 5,637 shares of Schwab Fundamental US Small Company Index ETF worth $203K as of Q3 2026.
Prospera Financial Services bought 246 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $9.13K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1432 holding.
Prospera Financial Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2022 and has held it in 11 quarters since.
Prospera Financial Services's Schwab Fundamental US Small Company Index ETF position peaked at $376K in Q3 2025.
278 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.