Boyce & Associates Wealth Consulting, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1922884
CEDAR PARK, TX
Position in FNDA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$413,612
-$14,766 QoQ
Shares Held
12,754
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,612 | 12,754 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $428,378 | 13,595 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $436,333 | 14,003 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $382,764 | 13,360 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $323,503 | 11,811 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $408,612 | 13,758 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $412,760 | 6,929 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $379,442 | 6,909 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $413,695 | 7,254 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $281,786 | 5,091 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $245,698 | 5,067 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $255,125 | 5,057 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $253,376 | 5,206 | Shares | Sole | 2023-05-30 | |
| 2022-12-31 | $217,248 | 4,650 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $206,604 | 4,859 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $218,829 | 4,836 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $264,252 | 4,943 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||