Creative Capital Management Investments LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1957363
SAN DIEGO, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,918
+$1,438 QoQ
Shares Held
90
+91.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 | $2,918 | 90 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,480 | 47 | Shares | Sole | 2026-01-23 | |
| 2024-06-30 | $164 | 3 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $171 | 3 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $166 | 3 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,939 | 40 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $151 | 3 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $146 | 3 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $8,689 | 186 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||