Root Financial Partners, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1977181
ENCINITAS, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$466,505
-$30,565 QoQ
Shares Held
14,385
-8.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 | $466,505 | 14,385 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $497,070 | 15,775 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $197,492 | 6,338 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $350,756 | 12,806 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $220,522 | 7,425 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||