Glass Jacobson Investment Advisors llc
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1964394
OWINGS MILLS, MD
Position in FNDA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$74,167
+$24,795 QoQ
Shares Held
2,287
+156.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,167 | 2,287 | Shares | Sole | 2026-04-23 | |
| 2023-12-31 | $49,372 | 892 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $101,780 | 2,099 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $105,490 | 2,091 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $135,815 | 2,907 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||