Resonant Capital Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Resonant Capital Advisors’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	$26.5M	Sell	757,337 -5,726	-0.8%	-$213K	1.27%	20
2026 Q2	$29M	Sell	763,063 -8,670	-1%	-$309K	1.39%	17
2026 Q1	$25M	Sell	771,733 -149,129	-16%	-$4.99M	1.31%	18
2025 Q4	$29M	Buy	920,862 +18,325	+2%	+$571K	1.59%	14
2025 Q3	$28.1M	Buy	902,537 +11,885	+1%	+$361K	1.64%	15
2025 Q2	$25.5M	Buy	890,652 +11,248	+1%	+$305K	1.63%	16
2025 Q1	$24.1M	Buy	879,404 +18,863	+2%	+$552K	1.68%	16
2024 Q4	$25.6M	Buy	860,541 +6,781	+0.8%	+$207K	1.87%	13
2024 Q3	$25.4M	Buy	853,760 +19,620	+2%	+$564K	1.87%	13
2024 Q2	$23M	Buy	834,140 +42,336	+5%	+$1.17M	1.87%	13
2024 Q1	$22.6M	Buy	791,804 +31,392	+4%	+$856K	1.93%	13
2023 Q4	$21M	Sell	760,412 -45,190	-6%	-$1.12M	2.03%	13
2023 Q3	$19.5M	Buy	805,602 +5,680	+0.7%	+$145K	2.08%	12
2023 Q2	$20.2M	Sell	799,922 -23,282	-3%	-$559K	2.19%	10
2023 Q1	$20M	Buy	823,204 +142,864	+21%	+$3.57M	2.27%	8
2022 Q4	$15.9M	Sell	680,340 -90,270	-12%	-$2.12M	1.98%	11
2022 Q3	$16.4M	Buy	770,610 +29,056	+4%	+$693K	2.49%	8
2022 Q2	$16.8M	Buy	741,554 +4,114	+0.6%	+$102K	2.62%	8
2022 Q1	$19.8M	Buy	737,440 +25,782	+4%	+$684K	2.94%	8
2021 Q4	$19.8M	Buy	711,658 +30,860	+5%	+$850K	2.98%	10
2021 Q3	$17.9M	Buy	680,798 +39,778	+6%	+$1.06M	3.12%	9
2021 Q2	$17.4M	Buy	641,020 +17,060	+3%	+$454K	3.37%	10
2021 Q1	$15.8M	Buy	623,960 +31,372	+5%	+$759K	3.25%	10
2020 Q4	$12.7M	Buy	592,588 +30,402	+5%	+$586K	3.01%	10
2020 Q3	$9.29M	Buy	562,186 +23,212	+4%	+$390K	2.65%	12
2020 Q2	$8.55M	Buy	538,974 +338,354	+169%	+$5.01M	2.48%	12
2020 Q1	$2.6M	Buy	200,620 +87,642	+78%	+$1.55M	0.95%	22
2019 Q4	$2.27M	Buy	+112,978	New	+$2.2M	0.72%	35

Other funds holding FNDA

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Resonant Capital Advisors's FNDA Position: Q3 2026 in Review

Resonant Capital Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.75% in Q3 2026, selling an estimated $213K and leaving 757,337 shares worth $26.5M. The position accounts for 1.27% of the portfolio, ranked #20.

Resonant Capital Advisors first reported a position in FNDA in Q4 2019 and has held it in 28 quarters since. The position peaked at $29M in Q2 2026. 429 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Resonant Capital Advisors held 757,337 shares of Schwab Fundamental US Small Company Index ETF worth $26.5M as of Q3 2026.
Resonant Capital Advisors sold 5,726 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $213K.
Schwab Fundamental US Small Company Index ETF made up 1.27% of Resonant Capital Advisors's portfolio in Q3 2026, its #20 holding.
Resonant Capital Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2019 and has held it in 28 quarters since.
Resonant Capital Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $29M in Q2 2026.
429 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.