Lakewood Asset Management LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1966581
NAPERVILLE, IL
All Filings in FNDA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,155 | 31,796 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,484,158 | 45,765 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,747,891 | 55,471 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,834,202 | 58,864 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,706,594 | 59,567 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,661,586 | 60,664 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,133,351 | 71,830 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,162,569 | 36,303 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,874,858 | 34,138 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,710,842 | 29,999 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,609,356 | 29,076 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,271,553 | 26,223 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,251,563 | 24,808 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,190,954 | 24,470 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $923,607 | 19,769 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||