Synergy Investment Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,175
-$13,115 QoQ
Shares Held
2,054
-27.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#117
of 146 holders
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,175 | 2,054 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $91,290 | 2,815 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $56,259 | 2,054 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $61,003 | 2,054 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||