Wiser Advisor Group LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2011550
PHOENIX, AZ
Position in FNDA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,605
-$247 QoQ
Shares Held
142
-7.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,605 | 142 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,852 | 154 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,767 | 153 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,163 | 152 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,514 | 152 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,527 | 76 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,173 | 76 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,277 | 75 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,151 | 75 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||