Argos Wealth Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1809154
SACRAMENTO, CA
Position in FNDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,060,671
+$501,653 QoQ
Shares Held
80,417
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#35
of 146 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,060,671 | 80,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,559,018 | 78,909 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,389,718 | 75,840 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||