RIVERCHASE WEALTH MANAGEMENT, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2055985
Flower Mound, TX
Position in FNDA
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$428,335
+$12,151 QoQ
Shares Held
13,208
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $428,335 | 13,208 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $416,184 | 13,208 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $411,561 | 13,208 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $384,368 | 13,416 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $469,820 | 17,153 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $561,151 | 18,894 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||