BFI Wealth Solutions, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2110651
DALLAS, TX
All Filings in FNDA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,628 | 36,748 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,736,529 | 53,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,480,371 | 46,981 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||