Spartan Wealth Advisory Services LLC’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Spartan Wealth Advisory Services 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
2026 Q3	$338K	Sell	9,647 -3	-0%	-$111	0.03%	251
2026 Q2	$367K	Buy	9,650 +54	+0.6%	+$1.93K	0.03%	241
2026 Q1	$311K	Buy	+9,596	New	+$321K	0.03%	248

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

Spartan Wealth Advisory Services LLC's FNDA Position: Q3 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.03% in Q3 2026, selling an estimated $111 and leaving 9,647 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #251.

Spartan Wealth Advisory Services LLC first reported a position in FNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $367K in Q2 2026. 429 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Spartan Wealth Advisory Services LLC held 9,647 shares of Schwab Fundamental US Small Company Index ETF worth $338K as of Q3 2026.
Spartan Wealth Advisory Services LLC sold 3 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $111.
Schwab Fundamental US Small Company Index ETF made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q3 2026, its #251 holding.
Spartan Wealth Advisory Services LLC first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 3 quarters since.
Spartan Wealth Advisory Services LLC's Schwab Fundamental US Small Company Index ETF position peaked at $367K in Q2 2026.
429 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q3 2026, filed 12 Nov 2026.