Creekside Partners
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2035951
PETALUMA, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$377,809
+$9,804 QoQ
Shares Held
11,650
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,809 | 11,650 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $368,005 | 11,679 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $379,310 | 12,173 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $391,731 | 13,673 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $377,434 | 13,780 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $409,266 | 13,780 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $410,496 | 6,891 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $413,877 | 7,536 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||