Washington Trust Advisors, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1900099
WELLESLEY, MA
Position in FNDA
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$807,604
+$19,728 QoQ
Shares Held
24,903
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | $807,604 | 24,903 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $787,876 | 25,004 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $787,382 | 25,269 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $726,907 | 25,372 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $694,939 | 25,372 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $847,935 | 28,550 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $850,361 | 14,275 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $822,481 | 14,976 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $932,611 | 16,353 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $977,093 | 17,653 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $888,142 | 18,316 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,154,447 | 22,883 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,112,450 | 22,857 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,090,024 | 23,331 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,440,958 | 104,444 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,923,969 | 108,817 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,274,256 | 98,658 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,236,070 | 94,157 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||