FIDUCIARY FINANCIAL GROUP, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1925420
SAN RAFAEL, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$460,635
+$12,815 QoQ
Shares Held
14,204
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460,635 | 14,204 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $447,820 | 14,212 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||