HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1484205
LONG BEACH, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,275
+$93 QoQ
Shares Held
101
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,275 | 101 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,182 | 101 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,147 | 101 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||