Farther Finance Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1992825
SAN FRANCISCO, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,506,514
-$4,643 QoQ
Shares Held
77,290
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,506,514 | 77,290 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,511,157 | 79,694 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,486,394 | 47,702 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,346,234 | 46,989 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $534,844 | 19,527 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $595,247 | 20,042 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $716,388 | 12,026 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $989,493 | 18,017 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $817,639 | 14,337 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $801,191 | 14,475 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $861,473 | 17,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $923,386 | 18,303 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $970,479 | 19,940 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $1,071,149 | 22,927 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||