Pasadena Private Wealth, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1760578
PASADENA, CA
All Filings in FNDA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,082,497 | 212,362 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,856,318 | 211,419 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,344,319 | 233,079 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,019,413 | 225,270 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,909,978 | 276,090 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,086,348 | 514,288 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,459,445 | 486,850 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,577,434 | 244,711 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,704,517 | 249,536 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,965,698 | 262,418 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $14,291,646 | 258,205 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $8,520,608 | 175,069 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $9,506,912 | 203,487 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||