HOEY INVESTMENTS, INC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1799544
COATESVILLE, PA
Position in FNDA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$49,780
+$2,389 QoQ
Shares Held
1,535
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,780 | 1,535 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $47,391 | 1,504 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $46,864 | 1,504 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,089 | 1,504 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||