Wealthspire Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1646247
NEW YORK, NY
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$288,266
+$68,099 QoQ
Shares Held
7,574
+11.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 146 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,266 | 7,574 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $220,167 | 6,789 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $154,242 | 4,950 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||