Arlington Financial Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1716539
SANTA BARBARA, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$9,231,621
-$68,460 QoQ
Shares Held
284,663
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,231,621 | 284,663 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,300,081 | 295,147 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,039,827 | 290,110 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $8,330,216 | 290,758 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,849,919 | 286,598 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $8,857,490 | 298,232 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,907,740 | 149,534 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,219,107 | 149,656 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,708,709 | 152,704 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $18,716,270 | 338,144 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $17,722,658 | 365,491 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,055,449 | 357,888 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $17,029,535 | 349,898 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,657,610 | 292,329 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $13,224,400 | 311,016 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $14,612,854 | 322,936 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,164,616 | 321,074 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $17,972,373 | 323,186 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $16,780,687 | 318,540 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,221,940 | 316,638 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $16,505,078 | 325,801 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $14,023,509 | 326,736 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,614,899 | 321,177 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,819,343 | 341,089 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $8,126,931 | 314,145 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||