Marble Wealth, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2110081
MONTGOMERY, AL
All Filings in FNDA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,062,185 | 185,554 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,043,427 | 186,353 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,007,034 | 190,639 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||