PATTEN & PATTEN INC/TN
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1044905
CHATTANOOGA, TN
Position in FNDA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$236,317
+$6,704 QoQ
Shares Held
7,287
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,317 | 7,287 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $229,613 | 7,287 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $227,062 | 7,287 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $210,921 | 7,362 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $203,343 | 7,424 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $212,652 | 7,160 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $213,260 | 3,580 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $204,167 | 3,580 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||