Wealthspire Retirement, LLC
PensionPosition in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2040084
ALISO VIEJO, CA
All Filings in FNDA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,378,376 | 220,136 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,189,471 | 221,692 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,291,981 | 231,418 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,689,994 | 278,883 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $8,323,054 | 290,508 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,026,228 | 293,035 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,458,381 | 284,794 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,082,636 | 135,683 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $7,097,915 | 129,241 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $7,010,640 | 122,929 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $8,437,775 | 152,444 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $6,586,736 | 135,837 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $4,061,981 | 80,515 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $2,358,742 | 48,464 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $1,610,344 | 34,468 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||