Bruce G. Allen Investments, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2005409
DENVER, CO
Position in FNDA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$675,614
+$22,916 QoQ
Shares Held
20,833
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $675,614 | 20,833 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $652,698 | 20,714 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $598,490 | 19,207 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $552,515 | 19,285 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $523,751 | 19,122 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $543,599 | 18,303 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $543,933 | 9,131 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $331,277 | 6,032 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $340,811 | 5,976 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $287,820 | 5,200 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||