Ground Swell Capital, LLC / FNDA
Ground Swell Capital, LLC’s Schwab Strategic Tr Position
Does Ground Swell Capital, LLC own Schwab Strategic Tr (FNDA)? Not currently — the last reported position was 16.4K shares worth $511,896 in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$511,896
Q3 2025
Shares
16.4K
% of Portfolio
+1.12%
Quarters Held
1
position exited
Position History FNDA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 16.4K | $511,896 | +1.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ground Swell Capital, LLC’s full portfolio or all institutional holders of FNDA.