Rossby Financial, LCC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2056510
MELBOURNE, FL
Position in FNDA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,497
+$575 QoQ
Shares Held
77
+26.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
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 | $2,497 | 77 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,922 | 61 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,900 | 61 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,747 | 61 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,670 | 61 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||