Glassman Wealth Services
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1642160
VIENNA, VA
Position in FNDA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$13,296
+$377 QoQ
Shares Held
410
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
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 | $13,296 | 410 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,919 | 410 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,775 | 410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,746 | 410 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,229 | 410 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,177 | 410 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,211 | 205 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,258 | 205 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,691 | 205 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,346 | 205 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,940 | 205 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,342 | 205 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $62,784 | 1,290 | Shares | Sole | 2023-05-04 | |
| 2021-09-30 | $1,158 | 22 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||