Sowell Financial Services LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in FNDA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,479,998
-$139,209 QoQ
Shares Held
107,308
-6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,479,998 | 107,308 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,619,207 | 114,859 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,568,318 | 114,516 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,247,563 | 113,353 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,133,881 | 114,417 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,401,719 | 114,536 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,962,594 | 49,733 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,734,796 | 49,796 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,978,962 | 52,235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,871,115 | 51,872 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $2,764,004 | 54,787 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||