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MORGAN STANLEY

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 895421 NEW YORK, NY

Position in FNDA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$43,109,684
+$6,476,756 QoQ
Shares Held
1,132,677
+0.3% QoQ
Ownership
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

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
2026-06-30 $43,109,684 1,132,677
2026-03-31 $36,632,928 1,129,600
2025-12-31 $40,437,539 1,283,324
2025-09-30 $40,117,721 1,287,475
2025-06-30 $37,151,457 1,296,735
2025-03-31 $35,990,377 1,313,997
2024-12-31 $39,198,119 1,319,802
2024-09-30 $40,198,133 674,805
2024-06-30 $38,058,241 692,976
2024-03-31 $52,719,615 924,419
2023-12-31 $49,114,822 887,350
2023-09-30 $37,869,089 780,967
2023-06-30 $37,916,151 751,559
2023-03-31 $7,743,397 159,100
2022-12-31 $6,406,947 137,135
2022-09-30 $6,120,116 143,935
2022-06-30 $6,290,881 139,025
2022-03-31 $6,925,368 129,543
2021-12-31 $7,599,940 136,665
2021-09-30 $7,079,191 134,381
2021-06-30 $7,280,319 133,854
2021-03-31 $7,698,901 151,972
2020-12-31 $7,764,442 180,905
2020-09-30 $5,275,275 159,615
2020-06-30 $5,056,802 159,420
2020-03-31 $3,376,759 130,528