PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in FNDA — Schwab Fundamental U.S. Small Company ETF

CIK 2145782 WALTHAM, MA

Back to FNDA Full portfolio

All Filings in FNDA

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,681,338	44,176	-5.5%	Shares	Sole	2026-08-07
2026-03-31	$1,515,518	46,732	-7.8%	Shares	Sole	2026-08-07
2025-12-31	$1,597,304	50,692	-0.2%	Shares	Sole	2026-08-07
2025-09-30	$1,582,865	50,798	+1.2%	Shares	Sole	2026-08-07
2025-06-30	$1,438,201	50,199	+0.5%	Shares	Sole	2026-08-07
2025-03-31	$1,368,623	49,968	-3.1%	Shares	Sole	2026-08-07
2024-12-31	$1,530,738	51,540	+131.5%	Shares	Sole	2026-08-07
2024-09-30	$1,326,504	22,268	+12.5%	Shares	Sole	2026-08-07
2024-06-30	$1,087,031	19,793	-5.2%	Shares	Sole	2026-08-07
2024-03-31	$1,190,102	20,868	+18.6%	Shares	Sole	2026-08-07
2023-12-31	$973,883	17,595	+0.5%	Shares	Sole	2026-08-07
2023-09-30	$849,108	17,511	+4.3%	Shares	Sole	2026-08-07
2023-06-30	$847,005	16,789	-6.5%	Shares	Sole	2026-08-07
2023-03-31	$873,918	17,956	+7.1%	Shares	Sole	2026-08-07
2022-12-31	$783,634	16,773	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.