Savvy Advisors, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2003633
NEW YORK, NY
Position in FNDA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$356,081
+$11,835 QoQ
Shares Held
10,980
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,081 | 10,980 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $344,246 | 10,925 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $415,923 | 13,348 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $454,389 | 15,860 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $318,299 | 11,621 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $318,384 | 10,720 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||