Crewe Advisors LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1730033
SALT LAKE CITY, UT
Position in FNDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$19,879
+$564 QoQ
Shares Held
613
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,879 | 613 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,315 | 613 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $19,101 | 613 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,562 | 613 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||