Guardian Financial Partners, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1723514
ORANGE, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,397,376
+$113,218 QoQ
Shares Held
43,089
+5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,397,376 | 43,089 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,284,158 | 40,754 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,202,651 | 38,596 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,056,067 | 36,861 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $870,426 | 31,779 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $786,545 | 26,483 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $691,667 | 11,611 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $569,465 | 10,369 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $533,572 | 9,356 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $469,810 | 8,488 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $311,693 | 6,428 | Shares | Sole | 2023-10-05 | |
| 2023-03-31 | $243,447 | 5,002 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $212,576 | 4,550 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||