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

Sprinkle Financial Consultants’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	$259K	Buy	7,386 +27	+0.4%	+$1K	0.1%	99
2026 Q2	$280K	Buy	7,359 +16	+0.2%	+$571	0.11%	93
2026 Q1	$238K	Sell	7,343 -26	-0.4%	-$870	0.11%	91
2025 Q4	$232K	Sell	7,369 -605	-8%	-$18.9K	0.12%	83
2025 Q3	$248K	Sell	7,974 -185	-2%	-$5.62K	0.14%	78
2025 Q2	$234K	Sell	8,159 -550	-6%	-$14.9K	0.14%	78
2025 Q1	$239K	Sell	8,709 -369	-4%	-$10.8K	0.15%	70
2024 Q4	$270K	Buy	9,078 +32	+0.4%	+$977	0.18%	64
2024 Q3	$269K	Buy	9,046 +56	+0.6%	+$1.61K	0.19%	62
2024 Q2	$247K	Sell	8,990 -20	-0.2%	-$552	0.19%	61
2024 Q1	$257K	Buy	9,010 +22	+0.2%	+$600	0.22%	55
2023 Q4	$249K	Buy	+8,988	New	+$223K	0.25%	53

Other funds holding FNDA

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sprinkle Financial Consultants's FNDA Position: Q3 2026 in Review

Sprinkle Financial Consultants increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.37% in Q3 2026, buying an estimated $1K and bringing the position to 7,386 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #99.

Sprinkle Financial Consultants first reported a position in FNDA in Q4 2023 and has held it in 12 quarters since. The position peaked at $280K in Q2 2026. 18 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Sprinkle Financial Consultants held 7,386 shares of Schwab Fundamental US Small Company Index ETF worth $259K as of Q3 2026.
Sprinkle Financial Consultants bought 27 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $1K.
Schwab Fundamental US Small Company Index ETF made up 0.1% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #99 holding.
Sprinkle Financial Consultants first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2023 and has held it in 12 quarters since.
Sprinkle Financial Consultants's Schwab Fundamental US Small Company Index ETF position peaked at $280K in Q2 2026.
18 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.