MLG Wealth Management DBA Pine Grove Financial Group
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2149956
WOODBURY, MN
Position in FNDA
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$911,879
+$119,615 QoQ
Shares Held
23,959
-1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#98
of 266 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,879 | 23,959 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 | $792,264 | 24,430 | Shares | Sole | 2026-09-02 | |
| 2025-12-31 | $773,381 | 24,544 | Shares | Sole | 2026-08-25 | |
| No filing history on record for this holder in this stock. | ||||||