LIBERTY SQUARE WEALTH PARTNERS LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2057655
BETHLEHEM, PA
Position in FNDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,700,045
-$262,145 QoQ
Shares Held
52,422
-15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.02%
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 | $1,700,045 | 52,422 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,962,190 | 62,272 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,420,232 | 141,856 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,405,366 | 188,669 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,510,083 | 128,152 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,187,433 | 107,321 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||