BFI Wealth Solutions, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2110651
DALLAS, TX
Position in FNDA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,398,628
-$337,901 QoQ
Shares Held
36,748
-31.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
38.14%
of 13F equity value
Holder Rank
#79
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 | $1,398,628 | 36,748 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,736,529 | 53,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,480,371 | 46,981 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||