Lafayette Investments, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1308377
ASHTON, MD
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$466,958
+$67,226 QoQ
Shares Held
12,269
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#76
of 146 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,958 | 12,269 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $399,732 | 12,326 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $388,392 | 12,326 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $384,078 | 12,326 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $361,018 | 12,601 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $343,771 | 12,551 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $360,855 | 12,150 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $302,019 | 5,070 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $265,702 | 4,838 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $247,909 | 4,347 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $234,684 | 4,240 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $205,597 | 4,240 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $213,908 | 4,240 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $206,360 | 4,240 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||