Abound Wealth Management
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1950323
FRANKLIN, TN
Position in FNDA
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$272,379
+$60,412 QoQ
Shares Held
8,399
+24.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,379 | 8,399 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $211,967 | 6,727 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $206,871 | 6,639 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $241,891 | 8,443 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $140,428 | 5,127 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $152,271 | 5,127 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $127,837 | 2,146 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $117,473 | 2,139 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $125,466 | 2,200 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $121,770 | 2,200 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $6,594 | 136 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $6,861 | 136 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $6,619 | 136 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $6,353 | 136 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $5,782 | 136 | Shares | Sole | 2024-08-07 | |
| 2022-06-30 | $6,154 | 136 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $7,270 | 136 | Shares | Sole | 2024-08-12 | |
| 2021-12-31 | $7,562 | 136 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||