Independence Wealth Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2001765
INDEPENDENCE, OH
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,119
+$41,595 QoQ
Shares Held
6,887
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#98
of 146 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,119 | 6,887 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $220,524 | 6,800 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $214,268 | 6,800 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||