BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1654599
MORRISTOWN, NJ
Position in FNDA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,632
New position
Shares Held
112
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in FNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,632 | 112 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||