CREATIVE FINANCIAL DESIGNS INC /ADV
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 819864
KOKOMO, IN
Position in FNDA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$78,610
+$1,443 QoQ
Shares Held
2,424
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,610 | 2,424 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $77,167 | 2,449 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31,720 | 1,018 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,374 | 1,130 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $32,813 | 1,198 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $42,768 | 1,440 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,890 | 720 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $38,828 | 707 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $40,491 | 710 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $42,287 | 764 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $35,640 | 735 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,309 | 799 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $35,237 | 724 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $27,377 | 586 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $18,666 | 439 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $19,502 | 431 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,380 | 269 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $12,845 | 231 | Shares | Sole | 2022-01-26 | |
| 2021-06-30 | $761 | 14 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||