Winter & Associates, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2109063
ST. PAUL, MN
All Filings in FNDA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,109,844 | 81,709 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,237,931 | 161,515 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,043,681 | 191,802 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||