Global Retirement Partners, LLC
PensionPosition in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1749744
San Rafael, CA
All Filings in FNDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,599 | 11,629 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $511,690 | 16,239 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,869 | 7,698 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $218,971 | 7,643 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $221,413 | 7,455 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $251,683 | 4,225 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $205,236 | 3,737 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $201,030 | 3,525 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $195,053 | 3,524 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $183,049 | 3,775 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $113,058 | 2,241 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $101,574 | 2,087 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $81,760 | 1,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $74,410 | 1,750 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $80,047 | 1,769 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $93,555 | 1,750 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $92,190 | 1,750 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $95,182 | 1,750 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $88,655 | 1,750 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $75,110 | 1,750 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $57,837 | 1,750 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $55,510 | 1,750 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $9,959 | 385 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||