PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1773830
KNOXVILLE, TN
Position in FNDA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$277,795
+$7,881 QoQ
Shares Held
8,566
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,795 | 8,566 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $269,914 | 8,566 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $303,841 | 9,751 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $279,366 | 9,751 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $267,079 | 9,751 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $287,911 | 9,694 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $288,735 | 4,847 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $262,517 | 4,780 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $272,603 | 4,780 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $266,178 | 4,809 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $227,563 | 4,693 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $231,515 | 4,589 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $221,351 | 4,548 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $206,736 | 4,425 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $220,682 | 4,128 | Shares | Sole | 2022-05-02 | |
| 2020-06-30 | $129,227 | 4,074 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||