Falcon Wealth Planning
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1839850
Ontario, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$221,594
+$12,910 QoQ
Shares Held
6,833
-10.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,594 | 6,833 | Shares | Sole | 2026-04-21 | |
| 2025-03-31 | $208,684 | 7,619 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $225,927 | 7,607 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||