Sanctuary Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1777271
INDIANAPOLIS, IN
Position in FNDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,581,381
+$475,929 QoQ
Shares Held
67,824
+4.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 146 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,581,381 | 67,824 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,105,452 | 64,923 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,957,716 | 62,130 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,029,188 | 321,861 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $9,059,932 | 316,228 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $8,815,772 | 321,861 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $12,320,510 | 414,832 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $31,563,581 | 529,857 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $13,160,864 | 239,637 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||