MLG Wealth Management DBA Pine Grove Financial Group
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 2149956
WOODBURY, MN
All Filings in FNDA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,879 | 23,959 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 | $792,264 | 24,430 | Shares | Sole | 2026-09-02 | |
| 2025-12-31 | $773,381 | 24,544 | Shares | Sole | 2026-08-25 | |
| No filing history on record for this holder in this stock. | ||||||