Symphony Financial, Ltd. Co.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1800687
HOUSTON, TX
Position in FNDA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$297,999
+$8,990 QoQ
Shares Held
9,189
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 | $297,999 | 9,189 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $289,009 | 9,172 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $285,799 | 9,172 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $830 | 29 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $502,442 | 18,344 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $272,408 | 9,172 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||