Portus Wealth Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2097516
CHARLOTTE, NC
Position in FNDA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,426
New position
Shares Held
44
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in FNDA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,426 | 44 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||