Clark Asset Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2062026
STRATHAM, NH
Position in FNDA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$227,010
+$6,440 QoQ
Shares Held
7,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,010 | 7,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $220,570 | 7,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $218,120 | 7,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $360,674 | 12,589 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||