Rialto Wealth Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2054966
SYRACUSE, NY
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,625
+$2,016 QoQ
Shares Held
358
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#129
of 146 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,625 | 358 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,609 | 358 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,280 | 358 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,155 | 358 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,256 | 358 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,805 | 358 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,632 | 358 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||