Western Financial Corp/CA
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1954480
SAN DIEGO, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$204,698
-$6,478 QoQ
Shares Held
6,312
-18.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,698 | 6,312 | Shares | Sole | 2026-04-23 | |
| 2025-03-31 | $211,176 | 7,710 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $228,927 | 7,708 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $229,940 | 3,860 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $212,540 | 3,870 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||