Westmount Partners, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2051491
LOS ANGELES, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,311,404
+$37,203 QoQ
Shares Held
40,438
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,311,404 | 40,438 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,274,201 | 40,438 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,264,441 | 40,579 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,162,588 | 40,579 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,111,458 | 40,579 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||