Red Mountain Financial, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1997650
FORT COLLINS, CO
Position in FNDA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,087,442
-$39,229 QoQ
Shares Held
33,532
-6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,087,442 | 33,532 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,126,671 | 35,756 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,097,891 | 35,234 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $982,179 | 34,282 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $936,957 | 34,208 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,009,027 | 33,974 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,007,805 | 16,918 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $923,315 | 16,812 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $889,917 | 16,078 | Shares | Sole | 2024-03-11 | |
| No filing history on record for this holder in this stock. | ||||||