Empower Advisory Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1978885
Greenwood Village, CO
Position in FNDA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$294,089
-$41,626 QoQ
Shares Held
7,727
-25.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 146 holders
Holding Since
Mar 2023
12 quarters on record
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,089 | 7,727 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $335,715 | 10,352 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $364,980 | 11,583 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $804,239 | 25,810 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $316,496 | 11,047 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $302,613 | 10,189 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $356,288 | 5,981 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $283,332 | 5,159 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $246,312 | 4,319 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $326,897 | 5,906 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $286,404 | 5,677 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $305,501 | 6,277 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||