Sowell Financial Services LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1633697
NORTH LITTLE ROCK, AR
All Filings in FNDA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,995,005 | 104,966 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,479,998 | 107,308 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,619,207 | 114,859 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,568,318 | 114,516 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,247,563 | 113,353 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,133,881 | 114,417 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,401,719 | 114,536 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,962,594 | 49,733 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,734,796 | 49,796 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,978,962 | 52,235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,871,115 | 51,872 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $2,764,004 | 54,787 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||