Medallion Wealth Advisors, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2131139
FARMINGTON, CT
All Filings in FNDA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,759 | 23,588 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $731,417 | 22,556 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $658,277 | 20,893 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $616,218 | 19,778 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $524,989 | 18,326 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $418,895 | 15,295 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $354,486 | 11,936 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||