BCS Wealth Management
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1798172
JOHNSON CITY, TN
Position in FNDA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,646,568
-$983,855 QoQ
Shares Held
50,773
-39.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,646,568 | 50,773 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,630,423 | 83,479 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,154,758 | 37,059 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $801,082 | 27,961 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $628,299 | 22,939 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $618,591 | 20,828 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $342,636 | 6,008 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $295,735 | 5,343 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $223,829 | 4,616 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||