Betterment LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1633901
NEW YORK, NY
All Filings in FNDA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154,766 | 56,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,616,181 | 49,836 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,409,631 | 44,736 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,342,466 | 43,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,172,615 | 40,929 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,171,634 | 42,776 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,303,473 | 43,888 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,380,534 | 23,175 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,277,147 | 41,463 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,299,734 | 40,325 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,940,128 | 35,052 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,300,744 | 26,825 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,253,419 | 64,488 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,447,685 | 70,838 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $477,198 | 10,214 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $408,362 | 9,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $434,581 | 9,604 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $417,629 | 7,812 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $232,505 | 4,181 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||