DHJJ Financial Advisors, Ltd.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1844716
NAPERVILLE, IL
Position in FNDA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$176,321
+$5,096 QoQ
Shares Held
5,437
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
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 | $176,321 | 5,437 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $171,225 | 5,434 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $169,074 | 5,426 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $156,429 | 5,460 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $108,053 | 3,945 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $120,968 | 4,073 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $121,046 | 2,032 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $111,213 | 2,025 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $115,485 | 2,025 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $120,884 | 2,184 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $107,793 | 2,223 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||