PINNEY & SCOFIELD, INC.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2056763
CAMBRIDGE, MA
Position in FNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,906
+$738 QoQ
Shares Held
768
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,906 | 768 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,168 | 767 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,806 | 764 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,802 | 761 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,789 | 759 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,512 | 758 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||