Independent Advisor Alliance
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1696899
CHARLOTTE, NC
Position in FNDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$385,471
+$12,754 QoQ
Shares Held
10,128
-11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 146 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,471 | 10,128 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $372,717 | 11,493 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $325,624 | 10,334 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $322,007 | 10,334 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $296,069 | 10,334 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $286,170 | 10,448 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $355,063 | 11,955 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||