Sequoia Financial Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1599900
Akron, OH
Position in FNDA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,977,678
+$225,407 QoQ
Shares Held
60,983
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,977,678 | 60,983 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,752,271 | 55,610 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,895,182 | 60,821 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,688,258 | 58,927 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,740,387 | 63,541 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,659,933 | 55,890 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,671,832 | 28,065 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,264,093 | 23,017 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,291,501 | 22,646 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,217,146 | 21,990 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $936,196 | 19,307 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $939,580 | 18,624 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $311,682 | 6,404 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $211,828 | 4,534 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||