Pinnacle Wealth Planning Services, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1726752
MANSFIELD, OH
All Filings in FNDA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,465 | 34,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,105,538 | 34,090 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,074,175 | 34,090 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,076,079 | 34,534 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $989,399 | 34,534 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||