Ascentis Independent Advisors
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1845003
DALLAS, TX
Position in FNDA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$218,578
+$217,745 QoQ
Shares Held
6,740
+48042.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,578 | 6,740 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $833 | 14 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||