Creative Planning
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in FNDB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $1,453,513 | 53,438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FNDB | $1,236,541 | 46,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FNDB | $1,111,324 | 43,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FNDB | $1,036,919 | 43,241 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FNDB | $1,144,977 | 49,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FNDB | $979,478 | 42,110 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FNDB | — | 14,137 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 FNDB | — | 14,445 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 FNDB | — | 13,792 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FNDB | — | 12,498 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FNDB | — | 12,294 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 FNDB | — | 9,415 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 FNDB | — | 7,886 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FNDB | — | 7,878 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||