Cherry Tree Wealth Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1985414
MINNETONKA, MN
Position in FNDA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$238,101
+$6,755 QoQ
Shares Held
7,342
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,101 | 7,342 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $231,346 | 7,342 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $228,776 | 7,342 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $210,348 | 7,342 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $201,097 | 7,342 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $218,057 | 7,342 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $218,681 | 3,671 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $254,718 | 4,638 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $264,505 | 4,638 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $256,713 | 4,638 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $224,896 | 4,638 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,987 | 4,638 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||