Arkadios Wealth Advisors
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1800798
ATLANTA, GA
Position in FNDA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$240,273
+$236,902 QoQ
Shares Held
7,409
+11476.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,273 | 7,409 | Shares | Sole | 2026-05-18 | |
| 2021-09-30 | $3,371 | 64 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,480 | 64 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,242 | 64 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,746 | 64 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,115 | 64 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,030 | 64 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,655 | 64 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||