WHITTIER TRUST CO
BankPosition in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1137881
SOUTH PASADENA, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$286,389
+$8,660 QoQ
Shares Held
8,831
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,389 | 8,831 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $277,729 | 8,814 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $273,366 | 8,773 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $250,458 | 8,742 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $238,840 | 8,720 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $258,479 | 8,703 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||