EVERGREEN CAPITAL MANAGEMENT LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1260824
Bellevue, WA
Position in FNDA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$253,797
+$7,263 QoQ
Shares Held
7,826
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $253,797 | 7,826 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $246,534 | 7,824 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $243,608 | 7,818 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $454,646 | 15,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $434,569 | 15,866 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $471,160 | 15,864 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $621,255 | 10,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $572,486 | 10,424 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $594,480 | 10,424 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $576,857 | 10,422 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $409,595 | 8,447 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $317,179 | 6,287 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||