CURIO WEALTH, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2049201
ANNAPOLIS, MD
Position in FNDA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$940
+$27 QoQ
Shares Held
29
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $940 | 29 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $913 | 29 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $903 | 29 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||