Tandem Capital Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Tandem Capital Management’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	$593K	Buy	16,953 +143	+0.9%	+$5.31K	0.26%	83
2026 Q2	$640K	Hold	16,810	–	–	0.27%	82
2026 Q1	$545K	Sell	16,810 -1,980	-11%	-$66.3K	0.27%	79
2025 Q4	$592K	Hold	18,790	–	–	0.27%	80
2025 Q3	$585K	Hold	18,790	–	–	0.27%	80
2025 Q2	$538K	Sell	18,790 -260	-1%	-$7.05K	0.27%	77
2025 Q1	$522K	Sell	19,050 -2,860	-13%	-$83.7K	0.29%	76
2024 Q4	$651K	Buy	21,910 +100	+0.5%	+$3.05K	0.35%	74
2024 Q3	$650K	Hold	21,810	–	–	0.34%	71
2024 Q2	$592K	Sell	21,810 -640	-3%	-$17.7K	0.32%	76
2024 Q1	$640K	Hold	22,450	–	–	0.36%	72
2023 Q4	$621K	Hold	22,450	–	–	0.39%	67
2023 Q3	$544K	Hold	22,450	–	–	0.37%	67
2023 Q2	$566K	Hold	22,450	–	–	0.37%	68
2023 Q1	$546K	Sell	22,450 -250	-1%	-$6.24K	0.38%	63
2022 Q4	$530K	Buy	+22,700	New	+$534K	0.42%	59

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

Tandem Capital Management's FNDA Position: Q3 2026 in Review

Tandem Capital Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.85% in Q3 2026, buying an estimated $5.31K and bringing the position to 16,953 shares worth $593K. The position accounts for 0.26% of the portfolio, ranked #83.

Tandem Capital Management first reported a position in FNDA in Q4 2022 and has held it in 16 quarters since. The position peaked at $651K in Q4 2024. 280 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

Tandem Capital Management held 16,953 shares of Schwab Fundamental US Small Company Index ETF worth $593K as of Q3 2026.
Tandem Capital Management bought 143 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $5.31K.
Schwab Fundamental US Small Company Index ETF made up 0.26% of Tandem Capital Management's portfolio in Q3 2026, its #83 holding.
Tandem Capital Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q4 2022 and has held it in 16 quarters since.
Tandem Capital Management's Schwab Fundamental US Small Company Index ETF position peaked at $651K in Q4 2024.
280 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Tandem Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.