National Wealth Management Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1977723
CINCINNATI, OH
Position in FNDA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$242,479
+$388 QoQ
Shares Held
7,477
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,479 | 7,477 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $242,091 | 7,683 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $252,177 | 8,093 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $204,692 | 6,892 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $256,201 | 4,665 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $264,676 | 4,641 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $241,768 | 4,368 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||