Flatrock Wealth Partners LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2130067
NEWPORT BEACH, CA
All Filings in FNDA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,247,024 | 59,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,668,101 | 51,437 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,465,498 | 46,509 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||