Financial Perspectives, Inc
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2003287
MINNEAPOLIS, MN
Position in FNDA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$35,283
+$1,001 QoQ
Shares Held
1,088
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,283 | 1,088 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,282 | 1,088 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,902 | 1,088 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $31,171 | 1,088 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,800 | 1,088 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $32,313 | 1,088 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $32,406 | 544 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $29,876 | 544 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $31,024 | 544 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $30,110 | 544 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $26,378 | 544 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $27,444 | 544 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $26,476 | 544 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $25,415 | 544 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $23,130 | 544 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $24,616 | 544 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $29,082 | 544 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $30,251 | 544 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $28,657 | 544 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $29,588 | 544 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $544 | 27,559 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $23,348 | 544 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $17,979 | 544 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $17,255 | 544 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $14,073 | 544 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||