Accredited Investors Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1518364
EDINA, MN
All Filings in FNDA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,141,163 | 266,452 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,194,975 | 283,533 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,383,488 | 297,794 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,311,707 | 427,205 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $22,920,171 | 800,006 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,176,377 | 846,162 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $23,391,363 | 787,588 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,266,428 | 340,212 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $15,423,128 | 280,829 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $16,178,669 | 283,687 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,437,817 | 242,779 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,780,723 | 201,706 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,168,662 | 161,916 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,454,109 | 70,970 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $573,207 | 12,269 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $210,176 | 4,943 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $218,783 | 4,835 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||