Key Financial Inc
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1801720
WEST CHESTER, PA
Position in FNDA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$19,036
+$540 QoQ
Shares Held
587
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,036 | 587 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,496 | 587 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,290 | 587 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,817 | 587 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,077 | 587 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,316 | 280 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,339 | 140 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,688 | 140 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,984 | 140 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,749 | 140 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,788 | 140 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,063 | 140 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,813 | 140 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,540 | 140 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,952 | 140 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $6,335 | 140 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,484 | 140 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,785 | 140 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,375 | 140 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,614 | 140 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||