Pinnacle Wealth Planning Services, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1726752
MANSFIELD, OH
Position in FNDA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,105,538
+$31,363 QoQ
Shares Held
34,090
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,105,538 | 34,090 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,074,175 | 34,090 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,076,079 | 34,534 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $989,399 | 34,534 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||