SUMMITRY LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1280043
Foster City, CA
Position in FNDA
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$1,570,163
+$44,544 QoQ
Shares Held
48,417
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,570,163 | 48,417 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $1,525,619 | 48,417 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||