UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1463217
IRVING, TX
Position in FNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$266,542
+$23,821 QoQ
Shares Held
8,219
+6.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,542 | 8,219 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $242,721 | 7,703 | Shares | Defined | 2026-02-17 | |
| 2023-03-31 | $295,718 | 6,076 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $377,591 | 8,082 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $403,472 | 9,489 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $309,012 | 6,829 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $358,235 | 6,701 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $504,716 | 9,076 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $442,880 | 8,407 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $401,289 | 7,378 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $357,608 | 7,059 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $279,752 | 6,518 | Shares | Defined | 2021-02-17 | |
| 2020-03-31 | $2,737,201 | 105,806 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||