Goldstone Financial Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2040021
OAKBROOK TERRACE, IL
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,687,061
-$671,872 QoQ
Shares Held
359,618
-18.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#14
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 | $13,687,061 | 359,618 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,358,933 | 442,767 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,832,829 | 502,470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,117,149 | 485,146 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,381,269 | 467,060 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $12,117,637 | 442,411 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $12,460,070 | 419,531 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,089,610 | 186,161 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,330,688 | 169,896 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $8,405,936 | 147,395 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $7,678,428 | 138,725 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||