Cambridge Investment Research Advisors, Inc.

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

CIK 1419186 FAIRFIELD, IA

Position in FNDA

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,822,436

+$166,649 QoQ

Shares Held

56,196

+6.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,822,436	56,196	+6.9%	Shares	Sole	2026-04-30
2025-12-31	$1,655,787	52,548	-4.3%	Shares	Sole	2026-02-05
2025-09-30	$1,710,123	54,882	+3.4%	Shares	Sole	2025-11-12
2025-06-30	$1,521,143	53,094	-19.3%	Shares	Sole	2025-07-31
2025-03-31	$1,802,919	65,824	+3.8%	Shares	Sole	2025-04-22
2024-12-31	$1,882,980	63,400	+96.5%	Shares	Sole	2025-02-14
2024-09-30	$1,922,026	32,265	-3.8%	Shares	Sole	2024-10-28
2024-06-30	$1,841,742	33,535	-1.1%	Shares	Sole	2024-07-26
2024-03-31	$1,933,887	33,910	+130.5%	Shares	Sole	2024-04-24
2023-12-31	$814,143	14,709	-17.8%	Shares	Sole	2024-02-09
2023-09-30	$867,680	17,894	+6.4%	Shares	Sole	2023-10-24
2023-06-30	$848,669	16,822	+33.1%	Shares	Sole	2023-07-13
2023-03-31	$614,945	12,635	+7.3%	Shares	Sole	2023-05-11
2022-12-31	$549,941	11,771	+0.7%	Shares	Sole	2023-02-08
2022-09-30	$497,016	11,689	+24.4%	Shares	Sole	2022-10-17
2022-06-30	$425,123	9,395	+39.2%	Shares	Sole	2022-07-13
2022-03-31	$360,748	6,748	+42.1%	Shares	Sole	2022-05-12
2021-12-31	$264,147	4,750	-2.3%	Shares	Sole	2022-02-03
2021-09-30	$256,077	4,861	-73.7%	Shares	Sole	2021-11-02
2021-06-30	$1,006,323	18,502	-21.2%	Shares	Sole	2021-08-10
2021-03-31	$1,190,054	23,491	-2.4%	Shares	Sole	2021-05-07
2020-12-31	$1,033,213	24,073	-79.1%	Shares	Sole	2021-02-04
2020-03-31	$2,981,491	115,249	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.