Waverly Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in FNDA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,357,446 | 298,409 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,430,157 | 290,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,871,798 | 281,555 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,667,029 | 278,146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,708,597 | 269,061 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,173,249 | 261,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,419,743 | 249,823 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,662,547 | 111,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,509,338 | 118,524 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,501,191 | 113,996 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||