RMG Wealth Management LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1844731
PLATTEVILLE, WI
Position in FNDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,033,176
New position
Shares Held
27,146
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#55
of 146 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in FNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,033,176 | 27,146 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||