MBE Wealth Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1775850
TOMAH, WI
Position in FNDA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$209,270
+$6,976 QoQ
Shares Held
6,453
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,270 | 6,453 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $202,294 | 6,420 | Shares | Sole | 2026-01-21 | |
| 2024-12-31 | $208,672 | 7,026 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $281,170 | 4,720 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $241,812 | 4,403 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $245,514 | 4,305 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||