DDD Partners, LLC

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 1729673 BELLEVUE, WA

Position in FNDA

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,418,423

+$52,055 QoQ

Shares Held

43,738

+0.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,418,423	43,738	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$1,366,368	43,363	+3.5%	Shares	Sole	2026-01-22
2025-09-30	$1,305,043	41,882	+3.9%	Shares	Sole	2025-11-06
2025-06-30	$1,154,423	40,294	+1.9%	Shares	Sole	2025-07-31
2025-03-31	$1,083,521	39,559	+2.5%	Shares	Sole	2025-05-02
2024-12-31	$1,146,568	38,605	+102.9%	Shares	Sole	2025-01-31
2024-09-30	$1,133,676	19,031	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$1,001,576	18,237	+3.1%	Shares	Sole	2024-08-01
2024-03-31	$1,008,917	17,691	+8.3%	Shares	Sole	2024-05-09
2023-12-31	$904,197	16,336	+6.5%	Shares	Sole	2024-01-18
2023-09-30	$743,594	15,335	+3.0%	Shares	Sole	2023-10-18
2023-06-30	$751,200	14,890	+0.9%	Shares	Sole	2023-08-02
2023-03-31	$717,979	14,752	+4.9%	Shares	Sole	2023-05-15
2022-12-31	$656,883	14,060	+0.2%	Shares	Sole	2023-02-14
2022-09-30	$596,428	14,027	+19.2%	Shares	Sole	2022-11-09
2022-06-30	$532,547	11,769	+5.2%	Shares	Sole	2022-08-03
2022-03-31	$597,843	11,183	+5.9%	Shares	Sole	2022-05-05
2021-12-31	$587,185	10,559	+3.7%	Shares	Sole	2022-01-24
2021-09-30	$536,440	10,183	+0.8%	Shares	Sole	2021-10-22
2021-06-30	$549,393	10,101	+11.1%	Shares	Sole	2021-08-04
2021-03-31	$460,600	9,092	-20.8%	Shares	Sole	2021-05-03
2020-12-31	$492,678	11,479	+20.1%	Shares	Sole	2021-02-09
2020-09-30	$315,991	9,561	+2.1%	Shares	Sole	2020-10-28
2020-06-30	$297,057	9,365	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.