Boulay Financial Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2056342
EDEN PRAIRIE, MN
Position in FNDA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$102,345,052
New position
Shares Held
2,689,045
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
100.00%
of 13F equity value
Holder Rank
#2
of 146 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in FNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,345,052 | 2,689,045 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||