HARBOUR INVESTMENT MANAGEMENT LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1275880
EDMONDS, WA
Position in FNDA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$402,132
+$11,408 QoQ
Shares Held
12,400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,132 | 12,400 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $390,724 | 12,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $386,384 | 12,400 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $355,260 | 12,400 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $339,636 | 12,400 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $997,029 | 33,570 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $394,651 | 6,625 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $363,845 | 6,625 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $377,823 | 6,625 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||