Horizon Investment Services, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1426940
HAMMOND, IN
Position in FNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$249,127
+$7,099 QoQ
Shares Held
7,682
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,127 | 7,682 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $242,028 | 7,681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,215 | 7,677 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $219,860 | 7,674 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $308,575 | 11,266 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $871,695 | 29,350 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,659,679 | 27,861 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,512,332 | 27,537 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,592,163 | 27,918 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,520,796 | 27,476 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||