Sound Income Strategies, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1730960
Ft Lauderdale, FL
Position in FNDA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$12,453
+$354 QoQ
Shares Held
384
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,453 | 384 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,099 | 384 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,965 | 384 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $72,083 | 2,516 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $146,810 | 5,360 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $122,898 | 4,138 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $77,619 | 1,303 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,512 | 155 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,839 | 155 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $108,486 | 1,960 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,515 | 155 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $13,268 | 263 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $35,188 | 723 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $18,267 | 391 | Shares | Sole | 2023-01-11 | |
| 2021-03-31 | $12,057 | 238 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||