Continuum Advisory, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1846532
EAGLE, ID
Position in FNDA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$263,072
+$7,968 QoQ
Shares Held
8,112
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,072 | 8,112 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $255,104 | 8,096 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $230,802 | 7,407 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $72,336 | 2,641 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $26,997 | 909 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $22,517 | 378 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $43,112 | 785 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $42,373 | 743 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $508,555 | 9,188 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $464,679 | 9,583 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $490,424 | 9,721 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $463,143 | 9,516 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $468,134 | 10,020 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $421,160 | 9,905 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $487,749 | 10,779 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $583,408 | 10,913 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $657,254 | 11,819 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $574,370 | 10,903 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||