GREAT VALLEY ADVISOR GROUP, INC.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1769897
WILMINGTON, DE
All Filings in FNDA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,568,310 | 277,675 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,187,256 | 283,295 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,655,261 | 274,683 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,176,001 | 358,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,093,939 | 352,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,676,839 | 499,337 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,915,024 | 131,819 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,726,755 | 28,987 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||