Sunbelt Securities, Inc.
Broker-DealerPosition in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1632932
HOUSTON, TX
Position in FNDA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,913
-$6,878 QoQ
Shares Held
59
-78.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,913 | 59 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $8,791 | 279 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||