JONES FINANCIAL COMPANIES LLLP
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 815917
DES PERES, MO
All Filings in FNDA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,692,147 | 44,460 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,302,518 | 40,164 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,024,579 | 32,516 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $957,609 | 30,732 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $829,732 | 28,961 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $494,362 | 18,049 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $342,945 | 11,547 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $146,125 | 2,453 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,004 | 692 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,497 | 149 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||