Medallion Wealth Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2131139
FARMINGTON, CT
Position in FNDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$897,759
+$166,268 QoQ
Shares Held
23,588
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#58
of 146 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,759 | 23,588 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $731,491 | 22,556 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $658,338 | 20,893 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $616,282 | 19,778 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $525,039 | 18,326 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $418,930 | 15,295 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $354,499 | 11,936 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||