Birchwood Financial Partners, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2110062
BLOOMINGTON, MN
Position in FNDA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,628,472
+$143,690 QoQ
Shares Held
50,215
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,628,472 | 50,215 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,484,782 | 47,121 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||