Sound Stewardship, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1998101
Overland Park, KS
Position in FNDA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$10,151,173
+$660,235 QoQ
Shares Held
313,018
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
26.62%
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 | $10,151,173 | 313,018 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,490,938 | 301,204 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,974,859 | 288,025 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,407,141 | 293,443 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,469,307 | 272,702 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,084,340 | 272,200 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,172,527 | 137,192 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,214,730 | 131,368 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,415,781 | 130,033 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,058,453 | 127,524 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,859,337 | 120,836 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,106,165 | 121,034 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $5,886,393 | 120,945 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $5,382,190 | 115,201 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||