SIGNAL TREE FINANCIAL PARTNERS LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2069337
COPLEY, OH
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,618,984
+$418,641 QoQ
Shares Held
68,812
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.42%
of 13F equity value
Holder Rank
#36
of 146 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,984 | 68,812 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,200,343 | 67,849 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,136,535 | 67,805 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,092,020 | 67,138 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,110,759 | 143,482 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,508,887 | 164,618 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $3,823,132 | 128,725 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||