UMB Bank, n.a.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 933429
Kansas City, MO
Position in FNDA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,314
+$10,697 QoQ
Shares Held
1,900
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#118
of 146 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,314 | 1,900 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $61,617 | 1,900 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $59,869 | 1,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,204 | 1,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $54,435 | 1,900 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $52,041 | 1,900 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $56,430 | 1,900 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $56,591 | 950 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $52,174 | 950 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $115,770 | 2,030 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $52,582 | 950 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $46,065 | 950 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $47,927 | 950 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $46,236 | 950 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $44,384 | 950 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $40,394 | 950 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $42,987 | 950 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $52,016 | 973 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $93,591 | 1,683 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||