Founders Capital Management
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1704300
HOUSTON, TX
Position in FNDA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,508,094
+$2,255,413 QoQ
Shares Held
139,010
+94.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,508,094 | 139,010 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,252,681 | 71,491 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,236,446 | 71,773 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,032,316 | 70,936 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,985,199 | 72,479 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,132,400 | 71,798 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,104,667 | 35,331 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,941,092 | 35,344 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||