Birchwood Financial Partners, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2110062
BLOOMINGTON, MN
Position in FNDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,007,665
+$379,193 QoQ
Shares Held
52,750
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
#62
of 264 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 | $2,007,665 | 52,750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,628,472 | 50,215 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,484,782 | 47,121 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||