NOESIS CAPITAL MANGEMENT CORP
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1262677
BOCA RATON, FL
Position in FNDA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$367,561
+$10,427 QoQ
Shares Held
11,334
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,561 | 11,334 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $357,134 | 11,334 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $336,465 | 10,798 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $318,272 | 11,109 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $298,660 | 10,904 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $315,651 | 10,628 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $316,554 | 5,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $280,586 | 5,109 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||