MONETA GROUP INVESTMENT ADVISORS LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1120927
ST LOUIS, MO
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$374,700
+$130,340 QoQ
Shares Held
9,845
+30.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 146 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,700 | 9,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244,360 | 7,535 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $234,970 | 7,457 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||