Intelligent Financial Strategies
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1911000
EXCELSIOR, MN
Position in FNDA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$18,809
+$534 QoQ
Shares Held
580
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,809 | 580 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $18,275 | 580 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $18,072 | 580 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,617 | 580 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||