Wingate Wealth Advisors, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2041800
LEXINGTON, MA
Position in FNDA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$682,943
+$56,966 QoQ
Shares Held
21,059
+6.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $682,943 | 21,059 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $625,977 | 19,866 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $618,152 | 19,838 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $396,057 | 13,824 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $54,291 | 1,828 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||