SHP Wealth Management
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1807060
PLYMOUTH, MA
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$822,362
-$123,621 QoQ
Shares Held
21,607
-25.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#62
of 146 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,362 | 21,607 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $945,983 | 29,170 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,014,685 | 32,202 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||