Cambridge Financial Group, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2085256
TUCSON, AZ
Position in FNDA
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$597,457
+$21,329 QoQ
Shares Held
18,423
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $597,457 | 18,423 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $576,128 | 18,284 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $569,729 | 18,284 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $523,836 | 18,284 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $500,798 | 18,284 | Shares | Sole | 2025-09-09 | |
| 2024-12-31 | $543,034 | 18,284 | Shares | Sole | 2025-09-09 | |
| 2024-09-30 | $1,039,019 | 17,442 | Shares | Sole | 2025-09-09 | |
| 2024-06-30 | $957,914 | 17,442 | Shares | Sole | 2025-09-09 | |
| 2024-03-31 | $994,888 | 17,445 | Shares | Sole | 2025-09-09 | |
| 2023-12-31 | $1,075,837 | 19,437 | Shares | Sole | 2025-09-09 | |
| No filing history on record for this holder in this stock. | ||||||