Morling Financial Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1905198
FREMONT, CA
Position in FNDA
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$32
+$1 QoQ
Shares Held
1
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32 | 1 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31 | 1 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $47,520 | 1,600 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $47,656 | 800 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||