MOLLER WEALTH PARTNERS
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1475271
NORTHFIELD, IL
All Filings in FNDA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,780,078 | 1,229,114 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $41,057,352 | 1,266,030 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $38,368,466 | 1,217,660 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $38,463,841 | 1,234,398 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $36,761,359 | 1,283,119 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $30,519,608 | 1,114,261 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $29,709,385 | 1,000,316 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $31,490,548 | 528,631 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $29,217,989 | 532,010 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $30,080,872 | 527,457 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $29,447,915 | 532,031 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $24,871,781 | 512,926 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $26,077,302 | 516,894 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $24,200,135 | 497,229 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $23,053,703 | 493,444 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $19,742,248 | 464,305 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $21,136,320 | 467,101 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,255,794 | 435,013 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $22,872,337 | 411,299 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $21,811,416 | 414,036 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $21,901,112 | 402,668 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $20,215,974 | 399,052 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $15,425,319 | 359,397 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $13,045,066 | 394,707 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $13,656,538 | 430,534 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $10,490,802 | 405,520 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||