MISSION WEALTH MANAGEMENT, LP
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1645382
Santa Barbara, CA
Position in FNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$310,484
+$83,423 QoQ
Shares Held
9,574
+32.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,484 | 9,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $227,061 | 7,206 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $225,504 | 7,237 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $210,663 | 7,353 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $425,101 | 7,454 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||