BESSEMER GROUP INC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1054074
WOODBRIDGE, NJ
Position in FNDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,632
+$5,211 QoQ
Shares Held
148
+1038.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 146 holders
Holding Since
Mar 2020
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,632 | 148 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $421 | 13 | Shares | Defined | 2026-05-06 | |
| 2025-09-30 | $10,469 | 336 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $9,626 | 336 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $46,645 | 1,703 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $52,153 | 1,756 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,007 | 168 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,226 | 168 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,581 | 168 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $9,298 | 168 | Shares | Defined | 2024-02-09 | |
| 2020-03-31 | $67,727 | 2,618 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||