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Dorsey & Whitney Trust CO LLC

Bank

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 1384042 SIOUX FALLS, SD

Position in FNDA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,045,203
+$154,611 QoQ
Shares Held
27,462
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#54
of 146 holders
Holding Since
Dec 2021
18 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
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,045,203 27,462
2026-03-31 $890,592 27,462
2025-12-31 $865,327 27,462
2025-09-30 $855,715 27,462
2025-06-30 $786,786 27,462
2025-03-31 $752,184 27,462
2024-12-31 $815,621 27,462
2024-09-30 $817,955 13,731
2024-06-30 $754,106 13,731
2024-03-31 $783,078 13,731
2023-12-31 $760,010 13,731
2023-09-30 $553,319 11,411
2023-06-30 $575,684 11,411
2023-03-31 $555,373 11,411
2022-12-31 $533,121 11,411
2022-06-30 $392,317 8,670
2022-03-31 $348,559 6,520
2021-12-31 $278,828 5,014