Cambridge Advisors Inc.

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 1633695 OMAHA, NE

Position in FNDA

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$1,312,442

+$41,455 QoQ

Shares Held

40,470

+0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,312,442	40,470	+0.3%	Shares	Sole	2026-04-16
2025-12-31	$1,270,987	40,336	+1.6%	Shares	Sole	2026-01-21
2025-09-30	$1,237,550	39,716	-0.4%	Shares	Sole	2025-10-15
2025-06-30	$1,142,905	39,892	-25.9%	Shares	Sole	2025-07-16
2025-03-31	$1,474,513	53,834	-1.2%	Shares	Sole	2025-04-24
2024-12-31	$1,617,907	54,475	+120.6%	Shares	Sole	2025-01-16
2024-09-30	$1,470,723	24,689	-2.1%	Shares	Sole	2024-10-23
2024-06-30	$1,385,686	25,231	-0.5%	Shares	Sole	2024-07-11
2024-03-31	$1,445,539	25,347	+1.3%	Shares	Sole	2024-04-16
2023-12-31	$1,385,576	25,033	+0.8%	Shares	Sole	2024-01-17
2023-09-30	$1,204,637	24,843	+7.9%	Shares	Sole	2023-10-18
2023-06-30	$1,161,611	23,025	+5.2%	Shares	Sole	2023-07-13
2023-03-31	$1,065,045	21,883	+2.8%	Shares	Sole	2023-04-13
2022-12-31	$994,995	21,297	+7.7%	Shares	Sole	2023-01-23
2022-09-30	$840,960	19,778	+16.3%	Shares	Sole	2022-10-17
2022-06-30	$769,747	17,011	+82.8%	Shares	Sole	2022-07-18
2022-03-31	$497,552	9,307	+18.7%	Shares	Sole	2022-05-05
2021-12-31	$436,204	7,844	+12.6%	Shares	Sole	2022-01-14
2021-09-30	$366,863	6,964	0.0%	Shares	Sole	2021-10-19
2021-06-30	$378,771	6,964	-3.2%	Shares	Sole	2021-07-21
2021-03-31	$364,296	7,191	+1.3%	Shares	Sole	2021-04-22
2020-12-31	$304,560	7,096	-14.2%	Shares	Sole	2021-01-25
2020-09-30	$273,356	8,271	-0.6%	Shares	Sole	2020-10-15
2020-06-30	$263,942	8,321	-61.1%	Shares	Sole	2020-07-17
2020-03-31	$553,643	21,401	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.