IEQ CAPITAL, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1779789
Foster City, CA
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,245,513
+$359,331 QoQ
Shares Held
32,725
+19.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 146 holders
Holding Since
Mar 2022
10 quarters on record
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,513 | 32,725 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $886,182 | 27,326 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,155,345 | 36,666 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,141,421 | 36,631 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $948,343 | 33,101 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,102,803 | 40,263 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $487,139 | 16,402 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $421,279 | 7,072 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $432,934 | 7,883 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $262,114 | 4,903 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||