Capital Investment Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1582732
ATLANTA, GA
Position in FNDA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$634,687
+$231,328 QoQ
Shares Held
19,571
+52.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $634,687 | 19,571 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $403,359 | 12,801 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $455,060 | 14,604 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $312,686 | 10,914 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $334,459 | 12,211 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $232,372 | 7,824 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $215,643 | 3,620 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $216,879 | 3,949 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||