Team Financial Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1845163
TEMECULA, CA
Position in FNDA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$9,339
+$296 QoQ
Shares Held
288
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,339 | 288 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,043 | 287 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $8,911 | 286 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $8,165 | 285 | Shares | Sole | 2025-07-22 | |
| 2023-12-31 | $43,615 | 788 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,161 | 787 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||