Brio Consultants, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1747799
SAN FRANCISCO, CA
All Filings in FNDA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310,291 | 34,427 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,019,404 | 31,434 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $936,508 | 29,721 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $936,202 | 30,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,147,719 | 40,060 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||