Facet Wealth, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1748271
WEST PALM BEACH, FL
Position in FNDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$298,485
New position
Shares Held
9,204
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in FNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,485 | 9,204 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||