TRUIST FINANCIAL CORP
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 92230
CHARLOTTE, NC
Position in FNDA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$500,881
+$244,674 QoQ
Shares Held
15,445
+90.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
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 | $500,881 | 15,445 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $256,207 | 8,131 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $284,272 | 9,123 | Shares | Defined | 2025-11-03 | |
| 2023-03-31 | $354,414 | 7,282 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $284,431 | 6,088 | Shares | Defined | 2023-02-17 | |
| 2021-03-31 | $208,921 | 4,124 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||