Marble Wealth, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2110081
MONTGOMERY, AL
Position in FNDA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,043,427
+$36,393 QoQ
Shares Held
186,353
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.89%
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 | $6,043,427 | 186,353 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,007,034 | 190,639 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||