Financial Synergies Wealth Advisors, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2017868
HOUSTON, TX
Position in FNDA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$552,542
+$19,614 QoQ
Shares Held
17,038
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $552,542 | 17,038 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $532,928 | 16,913 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $532,306 | 17,083 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $488,883 | 17,064 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $422,435 | 15,423 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $457,261 | 15,396 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $562,042 | 9,435 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $419,039 | 7,630 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $462,285 | 8,106 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $679,310 | 12,273 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $457,018 | 9,425 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $506,366 | 10,037 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $597,180 | 12,270 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $573,394 | 12,273 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $532,818 | 12,531 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $572,865 | 12,660 | Shares | Sole | 2024-04-04 | |
| 2022-03-31 | $664,561 | 12,431 | Shares | Sole | 2024-04-05 | |
| 2021-12-31 | $697,961 | 12,551 | Shares | Sole | 2024-04-05 | |
| 2021-09-30 | $744,105 | 14,125 | Shares | Sole | 2024-04-05 | |
| 2021-06-30 | $774,350 | 14,237 | Shares | Sole | 2024-04-05 | |
| 2021-03-31 | $771,298 | 15,225 | Shares | Sole | 2024-04-05 | |
| 2020-12-31 | $699,681 | 16,302 | Shares | Sole | 2024-04-05 | |
| 2020-09-30 | $1,583,128 | 47,901 | Shares | Sole | 2024-04-05 | |
| 2020-06-30 | $3,102,374 | 97,805 | Shares | Sole | 2024-04-05 | |
| 2020-03-31 | $2,917,075 | 112,759 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||