Global Wealth Strategies & Associates
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1912297
DENVER, CO
Position in FNDA
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$10,864
+$340 QoQ
Shares Held
335
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,864 | 335 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $10,524 | 334 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $12,962 | 416 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $10,944 | 382 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $10,435 | 381 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $19,186 | 646 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $19,181 | 322 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $17,684 | 322 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $18,363 | 322 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $17,822 | 322 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $15,613 | 322 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $16,244 | 322 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $16,596 | 341 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $15,043 | 322 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||