Tempus Wealth Planning, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1806428
IRVINE, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$630,731
+$28,985 QoQ
Shares Held
19,449
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $630,731 | 19,449 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $601,746 | 19,097 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $575,712 | 18,476 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $487,623 | 17,020 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $433,227 | 15,817 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $453,994 | 15,286 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $442,902 | 7,435 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $410,801 | 7,480 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $409,874 | 7,187 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $384,018 | 6,938 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $300,298 | 6,193 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $309,510 | 6,135 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $267,003 | 5,486 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||