Harbor Asset Planning, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2077050
BELMONT, MA
Position in FNDA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,046,807
+$28,782 QoQ
Shares Held
32,279
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.86%
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 | $1,046,807 | 32,279 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,018,025 | 32,308 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $987,772 | 31,700 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $905,110 | 31,592 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||