Kaizen Financial Strategies
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1842013
CAMPBELL, CA
Position in FNDA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,851,915
+$271,878 QoQ
Shares Held
57,105
+13.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,851,915 | 57,105 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,580,037 | 50,144 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,593,023 | 51,124 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,560,565 | 54,470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,509,545 | 55,113 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,686,603 | 56,788 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,642,702 | 27,576 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,415,617 | 25,776 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,442,973 | 25,302 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,364,543 | 24,653 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,231,112 | 25,389 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||