STEPHENS INC /AR/
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 757657
LITTLE ROCK, AR
Position in FNDA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$863,124
+$117,818 QoQ
Shares Held
26,615
+12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $863,124 | 26,615 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $745,306 | 23,653 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $736,061 | 23,622 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $651,099 | 22,726 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $575,025 | 20,994 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $546,777 | 18,410 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $479,836 | 8,055 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $316,449 | 5,762 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $276,823 | 4,854 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||