Capital Analysts, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1624758
FORT WASHINGTON, PA
Position in FNDA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$307,728
+$97,966 QoQ
Shares Held
9,489
+42.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,728 | 9,489 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $209,762 | 6,657 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $267,041 | 8,570 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $110,216 | 3,847 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $105,287 | 3,844 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $177,724 | 5,984 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $178,352 | 2,994 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $102,920 | 1,874 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,961 | 87 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,815 | 87 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $4,218 | 87 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,389 | 87 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,234 | 87 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $4,064 | 87 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,699 | 87 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,936 | 87 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,651 | 87 | Shares | Defined | 2022-05-12 | |
| 2020-12-31 | $4,034 | 94 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||