Hamilton Point Investment Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1599746
CHAPEL HILL, NC
Position in FNDA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$27,241
+$773 QoQ
Shares Held
840
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,241 | 840 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,468 | 840 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,174 | 840 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $24,066 | 840 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,007 | 840 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $24,948 | 840 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $25,019 | 420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,066 | 420 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $23,952 | 420 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,247 | 420 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||