Plan A Wealth LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2093645
LINCOLN, NE
Position in FNDA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$327,607
+$22,150 QoQ
Shares Held
10,102
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $327,607 | 10,102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $305,457 | 9,694 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||