Moisand Fitzgerald Tamayo, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1649107
ORLANDO, FL
Position in FNDA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$5,967
+$170 QoQ
Shares Held
184
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,967 | 184 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,797 | 184 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,733 | 184 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,271 | 184 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,039 | 184 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,464 | 184 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,480 | 92 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,052 | 92 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,246 | 92 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,527 | 136 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,133 | 44 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,219 | 44 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,141 | 44 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,055 | 44 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,870 | 44 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,991 | 44 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $2,446 | 44 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,317 | 44 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,393 | 44 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,229 | 44 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $16,180 | 377 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||