HHM Wealth Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1750086
CHATTANOOGA, TN
Position in FNDA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,027,826
-$37,655 QoQ
Shares Held
93,365
-4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,027,826 | 93,365 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,065,481 | 97,286 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,802,561 | 89,941 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,574,202 | 89,850 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,447,296 | 89,350 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,536,736 | 85,412 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,555,731 | 42,903 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,356,232 | 42,903 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,459,589 | 43,128 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,386,858 | 43,123 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,243,796 | 87,519 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,440,407 | 88,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,506,452 | 92,592 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,157,285 | 88,983 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,044,559 | 71,603 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,455,672 | 54,269 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,900,846 | 54,262 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,990,761 | 53,781 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,461,631 | 46,728 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,597,829 | 47,763 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,432,946 | 48,025 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,838,263 | 42,830 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,456,844 | 44,080 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,365,546 | 43,050 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,056,789 | 40,850 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||