Burk Holdings LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2079815
TULSA, OK
Position in FNDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,938
-$23,818 QoQ
Shares Held
1,207
-43.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#119
of 146 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,938 | 1,207 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $69,756 | 2,151 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||