Ironwood Investment Counsel, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1330463
SCOTTSDALE, AZ
Position in FNDA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$34,531,457
+$4,036,329 QoQ
Shares Held
907,290
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.66%
of 13F equity value
Holder Rank
#8
of 264 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 | $34,531,457 | 907,290 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,495,128 | 940,337 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,142,372 | 988,333 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,244,586 | 1,034,807 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $33,791,156 | 1,179,447 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $34,100,906 | 1,245,013 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $29,268,072 | 985,457 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,352,576 | 442,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,667,319 | 267,067 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,580,190 | 220,589 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,895,868 | 196,854 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,715,661 | 117,873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,325,552 | 105,561 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,044,716 | 124,198 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,185,769 | 153,805 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $899,595 | 21,157 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $629,472 | 13,911 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $689,366 | 12,895 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $849,665 | 15,279 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||