ELEVATE WEALTH ADVISORY, INC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2011651
ATHENS, GA
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$81,143
+$12,003 QoQ
Shares Held
2,132
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#114
of 146 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,143 | 2,132 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,140 | 2,132 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $67,179 | 2,132 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $66,433 | 2,132 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $61,081 | 2,132 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $58,395 | 2,132 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,320 | 2,132 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $63,501 | 1,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $58,544 | 1,066 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $60,793 | 1,066 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $59,003 | 1,066 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||