IEQ CAPITAL, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1779789
Foster City, CA
All Filings in FNDA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,513 | 32,725 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $886,182 | 27,326 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,155,345 | 36,666 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,141,421 | 36,631 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $948,343 | 33,101 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,102,803 | 40,263 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $487,139 | 16,402 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $421,279 | 7,072 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $432,934 | 7,883 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $262,114 | 4,903 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||