Coastwise Capital Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1934500
LA JOLLA, CA
Position in FNDA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$315,770
+$9,525 QoQ
Shares Held
9,737
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $315,770 | 9,737 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $306,245 | 9,719 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $301,441 | 9,674 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $276,214 | 9,641 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $263,409 | 9,617 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $285,090 | 9,599 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $245,666 | 4,124 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $224,842 | 4,094 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $236,845 | 4,153 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||