Financial Architects, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2008540
WOODSTOCK, GA
Position in FNDA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,282,444
+$393,075 QoQ
Shares Held
39,545
+40.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,282,444 | 39,545 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $889,369 | 28,225 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $804,707 | 25,825 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $739,886 | 25,825 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||