Greykasell Wealth Strategies, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2041220
DANVILLE, CA
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,238
+$1,515 QoQ
Shares Held
269
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#133
of 146 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,238 | 269 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,723 | 269 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,476 | 269 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,611 | 148 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,240 | 148 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,053 | 148 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||