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

Scheeler Financial’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	+5,814	New	+$216K	0.15%	77

Other funds holding FNDA

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 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

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Scheeler Financial's FNDA Position: Q3 2026 in Review

Scheeler Financial opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q3 2026: 5,814 shares worth $203K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings.

189 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Scheeler Financial held 5,814 shares of Schwab Fundamental US Small Company Index ETF worth $203K as of Q3 2026.
Schwab Fundamental US Small Company Index ETF was a new Scheeler Financial position in Q3 2026.
Schwab Fundamental US Small Company Index ETF made up 0.15% of Scheeler Financial's portfolio in Q3 2026, its #77 holding.
189 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.