ROTHSCHILD INVESTMENT LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 85338
CHICAGO, IL
Position in FNDA
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$908
+$26 QoQ
Shares Held
28
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908 | 28 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $882 | 28 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $872 | 28 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $802 | 28 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $766 | 28 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $831 | 28 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $833 | 14 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $768 | 14 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $798 | 14 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $774 | 14 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||