Solitude Financial Services
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1839890
CHARLOTTESVILLE, VA
All Filings in FNDA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,842,996 | 1,046,847 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $33,399,429 | 1,029,893 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $31,497,175 | 999,593 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $30,428,705 | 976,531 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $29,432,718 | 1,027,320 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $26,551,345 | 969,381 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $31,977,514 | 1,076,684 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $32,309,517 | 542,379 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,549,046 | 538,038 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $29,280,855 | 513,429 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,597,345 | 28,859 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,410,040 | 29,079 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,340,153 | 26,564 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,187,255 | 24,394 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $871,841 | 18,661 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $777,308 | 18,281 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $453,586 | 10,024 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||