Johnson Bixby & Associates, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1844238
VANCOUVER, WA
All Filings in FNDA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,703,411 | 307,499 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,691,835 | 298,854 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,763,085 | 214,633 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,517,443 | 241,253 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,958,999 | 242,897 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,777,655 | 247,450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,993,098 | 370,138 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,751,610 | 180,487 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,494,295 | 172,875 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,471,086 | 166,072 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $8,666,536 | 156,577 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,351,423 | 151,607 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $7,411,760 | 146,913 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,816,574 | 140,057 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,042,624 | 129,337 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,174,684 | 121,700 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $6,549,304 | 144,736 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,860,094 | 128,322 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||