Blue Trust, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1856022
BRENTWOOD, TN
Position in FNDA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$129
+$3 QoQ
Shares Held
4
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129 | 4 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $126 | 4 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $48,921 | 1,570 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $12,117 | 408 | Shares | Sole | 2025-01-30 | |
| 2023-12-31 | $86 | 1,778 | Shares | Defined | 2024-01-18 | |
| 2023-03-31 | $23,507 | 483 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $10 | 240 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $39,713 | 934 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,860 | 240 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||