HUB Investment Partners, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1841815
AUSTIN, TX
Position in FNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$319,889
+$6,680 QoQ
Shares Held
9,864
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,889 | 9,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,209 | 9,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $281,561 | 9,036 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $580,534 | 20,263 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $271,544 | 9,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $262,607 | 8,842 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $244,892 | 4,111 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $243,240 | 4,429 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $240,210 | 4,212 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $313,723 | 5,668 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||