Mutual Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1694080
OMAHA, NE
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,503,940
+$248,445 QoQ
Shares Held
39,515
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#46
of 146 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,940 | 39,515 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,255,495 | 38,714 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $975,770 | 30,967 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $863,599 | 27,715 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $793,805 | 27,707 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $733,613 | 26,784 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $717,165 | 24,147 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,511,410 | 25,372 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $718,188 | 13,077 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $599,841 | 10,518 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $465,991 | 8,419 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $453,429 | 9,351 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $441,084 | 8,743 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $412,137 | 8,468 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $397,867 | 8,516 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $325,022 | 7,644 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||