Resonant Capital Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1803236
Madison, WI
Position in FNDA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$25,027,301
-$3,989,060 QoQ
Shares Held
771,733
-16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,027,301 | 771,733 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $29,016,361 | 920,862 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $28,123,052 | 902,537 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $25,517,179 | 890,652 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $24,086,875 | 879,404 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $25,558,067 | 860,541 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,429,241 | 426,880 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $22,905,484 | 417,070 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $22,578,291 | 395,902 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $21,044,402 | 380,206 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $19,531,820 | 402,801 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $20,178,032 | 399,961 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $20,032,669 | 411,602 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $15,892,742 | 340,170 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $16,383,168 | 385,305 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $16,777,659 | 370,777 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $19,711,771 | 368,720 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $19,787,650 | 355,829 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $17,932,219 | 340,399 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $17,432,538 | 320,510 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $15,804,906 | 311,980 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $12,716,938 | 296,294 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $9,290,123 | 281,093 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,548,127 | 269,487 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,595,019 | 100,310 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||