Your Advocates Ltd., LLP
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1774437
HOUSTON, TX
Position in FNDA
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$6,825,120
+$413,592 QoQ
Shares Held
210,457
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.94%
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 | $6,825,120 | 210,457 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,411,528 | 203,476 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,344,612 | 203,614 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,813,658 | 202,920 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,337,516 | 194,871 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,595,153 | 188,389 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,540,963 | 93,016 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,100,200 | 92,866 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,788,695 | 83,968 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,112,624 | 92,369 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,760,117 | 98,167 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,112,148 | 101,331 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,155,613 | 105,930 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,910,038 | 105,095 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,877,073 | 67,664 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,278,066 | 50,344 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,272,660 | 61,217 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,499,148 | 62,923 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,358,824 | 63,759 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,454,852 | 63,520 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,641,975 | 91,630 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,825,346 | 182,324 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,973,655 | 180,746 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,501,190 | 110,378 | Shares | Sole | 2020-09-25 | |
| 2020-03-31 | $8,492,241 | 328,266 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||