Shore Point Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1907092
BRIELLE, NJ
All Filings in FNDA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,718,715 | 386,724 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $11,628,100 | 358,560 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,895,570 | 599,669 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,182,006 | 455,135 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,930,289 | 416,415 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,887,223 | 397,489 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,922,293 | 367,754 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $10,616,982 | 178,227 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,610,670 | 174,994 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,401,737 | 164,856 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,417,683 | 152,081 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,060,192 | 145,601 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $7,161,528 | 141,953 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,901,259 | 141,797 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $6,652,087 | 142,382 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,541,333 | 130,323 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,922,727 | 130,889 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $7,080,883 | 132,452 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,388,010 | 132,854 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||