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CWM, LLC

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

CIK 1535847 OMAHA, NE

Position in FNDA

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$447,761
+$43,551 QoQ
Shares Held
13,807
+7.6% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in FNDA Over Time

Shares Held

Position Value (USD)

All Filings in FNDA

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $447,761 13,807
2025-12-31 $404,210 12,828
2025-09-30 $216,717 6,955
2025-06-30 $161,500 5,637
2025-03-31 $242,319 8,847
2024-12-31 $276,774 9,319
2024-09-30 $339,012 5,691
2024-06-30 $161,684 2,944
2024-03-31 $363,452 6,373
2023-12-31 $81,253 1,468
2023-09-30 $77,874 1,606
2023-06-30 $93,786 1,859
2023-03-31 $17,131 352
2022-12-31 $47,420 1,015
2022-09-30 $6,463 152
2022-06-30 $11,403 252
2022-03-31 $1,710 32