EQ WEALTH ADVISORS, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2047572
DALLAS, TX
All Filings in FNDA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,643,305 | 69,451 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,271,656 | 70,048 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,322,066 | 73,693 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,445,686 | 78,488 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,240,458 | 78,201 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,657,122 | 60,501 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,905,522 | 64,159 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||