COLDSTREAM CAPITAL MANAGEMENT INC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1082339
BELLEVUE, WA
All Filings in FNDB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $1,355,675 | 49,841 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 FNDB | $1,437,330 | 54,096 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 FNDB | $1,392,431 | 54,096 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 FNDB | $1,297,222 | 54,096 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 FNDB | $1,244,748 | 54,096 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FNDB | $1,258,272 | 54,096 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FNDB | — | 19,722 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 FNDB | — | 19,159 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 FNDB | — | 19,093 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FNDB | — | 18,970 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FNDB | — | 18,970 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 FNDB | — | 24,245 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 FNDB | — | 24,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FNDB | — | 24,245 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 FNDB | — | 24,245 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 FNDB | — | 24,225 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 FNDB | — | 24,225 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 FNDB | — | 25,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 FNDB | — | 25,100 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||