Arlington Financial Advisors, LLC

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 1716539 SANTA BARBARA, CA

All Filings in FNDA

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,730,636	281,940	-1.0%	Shares	Sole	2026-07-22
2026-03-31	$9,231,621	284,663	-3.6%	Shares	Sole	2026-04-15
2025-12-31	$9,300,081	295,147	+1.7%	Shares	Sole	2026-01-12
2025-09-30	$9,039,827	290,110	-0.2%	Shares	Sole	2025-10-10
2025-06-30	$8,330,216	290,758	+1.5%	Shares	Sole	2025-07-28
2025-03-31	$7,849,919	286,598	-3.9%	Shares	Sole	2025-04-09
2024-12-31	$8,857,490	298,232	+99.4%	Shares	Sole	2025-01-28
2024-09-30	$8,907,740	149,534	-0.1%	Shares	Sole	2024-11-01
2024-06-30	$8,219,107	149,656	-2.0%	Shares	Sole	2024-07-16
2024-03-31	$8,708,709	152,704	-54.8%	Shares	Sole	2024-04-18
2023-12-31	$18,716,270	338,144	-7.5%	Shares	Sole	2024-01-09
2023-09-30	$17,722,658	365,491	+2.1%	Shares	Sole	2023-11-03
2023-06-30	$18,055,449	357,888	+2.3%	Shares	Sole	2023-07-24
2023-03-31	$17,029,535	349,898	+19.7%	Shares	Sole	2023-05-08
2022-12-31	$13,657,610	292,329	-6.0%	Shares	Sole	2023-01-19
2022-09-30	$13,224,400	311,016	-3.7%	Shares	Sole	2022-10-19
2022-06-30	$14,612,854	322,936	+0.6%	Shares	Sole	2022-07-13
2022-03-31	$17,164,616	321,074	-0.7%	Shares	Sole	2022-04-26
2021-12-31	$17,972,373	323,186	+1.5%	Shares	Sole	2022-01-18
2021-09-30	$16,780,687	318,540	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$17,221,940	316,638	-2.8%	Shares	Sole	2021-07-30
2021-03-31	$16,505,078	325,801	-0.3%	Shares	Sole	2021-04-23
2020-12-31	$14,023,509	326,736	+1.7%	Shares	Sole	2021-01-29
2020-09-30	$10,614,899	321,177	-5.8%	Shares	Sole	2020-11-03
2020-06-30	$10,819,343	341,089	+8.6%	Shares	Sole	2020-07-15
2020-03-31	$8,126,931	314,145	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.