Wedmont Private Capital
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1904274
WEST CHESTER, PA
Position in FNDA
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$535,743
+$15,230 QoQ
Shares Held
16,520
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $535,743 | 16,520 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $520,513 | 16,519 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $500,242 | 16,054 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $458,342 | 15,998 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $430,598 | 15,721 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $365,517 | 12,307 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $366,534 | 6,153 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $337,922 | 6,153 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $344,233 | 6,036 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $325,402 | 5,879 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $285,072 | 5,879 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||