Regal Investment Advisors LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1559789
KENTWOOD, MI
Position in FNDA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$266,444
+$5,069 QoQ
Shares Held
8,216
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
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 | $266,444 | 8,216 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $261,375 | 8,295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $254,078 | 8,154 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $308,603 | 11,267 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $334,332 | 11,257 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $335,200 | 5,627 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $308,925 | 5,625 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $318,911 | 5,592 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $219,296 | 3,962 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||