BOK Financial Private Wealth, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1317348
DENVER, CO
Position in FNDA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$78,999
+$2,241 QoQ
Shares Held
2,436
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,999 | 2,436 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $76,758 | 2,436 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $75,905 | 2,436 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $69,791 | 2,436 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $66,722 | 2,436 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $72,349 | 2,436 | Shares | Sole | 2025-02-07 | |
| 2023-03-31 | $2,725 | 56 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||