CAPITAL ADVISORS INC/OK
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 860828
TULSA, OK
Position in FNDA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$244,392
+$44,127 QoQ
Shares Held
7,536
+17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,392 | 7,536 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $200,265 | 6,427 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $293,495 | 9,882 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $312,802 | 5,251 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $267,570 | 4,872 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $275,968 | 4,839 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||