Sand Hill Global Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1009209
Palo Alto, CA
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$287,695
+$42,557 QoQ
Shares Held
7,559
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#93
of 146 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,695 | 7,559 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $245,138 | 7,559 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $252,395 | 8,010 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $235,538 | 7,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $216,565 | 7,559 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $207,041 | 7,559 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $224,502 | 7,559 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $225,174 | 3,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,597 | 3,780 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||