MERCER GLOBAL ADVISORS INC /ADV
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 853758
DENVER, CO
Position in FNDA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,353,926
+$1,462,737 QoQ
Shares Held
166,945
+10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#27
of 146 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,353,926 | 166,945 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,891,189 | 150,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,111,865 | 130,494 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,900,871 | 93,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,264,295 | 79,033 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,706,241 | 98,804 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,270,208 | 76,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,864,901 | 64,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,000,515 | 36,426 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,666,131 | 29,215 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,402,190 | 43,400 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $975,861 | 20,125 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $896,849 | 17,777 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $859,658 | 17,663 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,022,140 | 21,878 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $952,915 | 22,411 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $969,390 | 21,423 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,006,758 | 18,832 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,041,964 | 18,737 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,037,111 | 19,687 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $927,186 | 17,047 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $820,286 | 16,192 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $716,806 | 16,701 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $222,657 | 6,737 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $297,660 | 9,384 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $353,953 | 13,682 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||