Capital Advantage, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1628896
Walnut Creek, CA
All Filings in FNDA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,270,054 | 138,467 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,272,295 | 131,739 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,061,639 | 128,900 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,401,955 | 109,177 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,847,007 | 99,372 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,607,308 | 95,192 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,827,202 | 95,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,547,391 | 42,763 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,616,240 | 29,429 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,043,306 | 18,294 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||