Williams Financial, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1846923
NORTH BENNINGTON, VT
Position in FNDA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,780,958
-$81 QoQ
Shares Held
54,917
-2.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 | $1,780,958 | 54,917 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,781,039 | 56,523 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||