Johnson Financial Group, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1477024
RACINE, WI
Position in FNDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$176,419
+$5,005 QoQ
Shares Held
5,440
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,419 | 5,440 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $171,414 | 5,440 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $178,858 | 5,740 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $164,966 | 5,758 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $157,218 | 5,740 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $170,478 | 5,740 | Shares | Defined | 2025-02-14 | |
| 2023-12-31 | $25,294 | 457 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,934 | 143 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,167 | 261 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||