Strategic Wealth Partners, Ltd.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1720777
INDEPENDENCE, OH
Position in FNDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,504
+$1,132 QoQ
Shares Held
276
-4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 146 holders
Holding Since
Sep 2021
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,504 | 276 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,372 | 289 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,106 | 289 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $8,600 | 276 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,907 | 276 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 | $205,821 | 3,850 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $214,098 | 3,850 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $202,818 | 3,850 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||