OSAIC HOLDINGS, INC.
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1677044
SCOTTSDALE, AZ
All Filings in FNDB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $2,122,088 | 78,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FNDB | $3,474,105 | 130,753 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 FNDB | $2,512,429 | 97,608 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 FNDB | $1,310,890 | 54,666 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 FNDB | $1,142,468 | 49,651 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 FNDB | $1,021,439 | 43,914 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 FNDB | — | 11,729 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 FNDB | — | 10,946 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 FNDB | — | 14,846 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 FNDB | — | 12,203 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 FNDB | — | 8,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FNDB | — | 10,527 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 FNDB | — | 11,094 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 FNDB | — | 9,819 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 FNDB | — | 40,462 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 FNDB | — | 38,909 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 FNDB | — | 34,769 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 FNDB | — | 32,058 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 FNDB | — | 30,753 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 FNDB | — | 26,940 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 FNDB | — | 18,974 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 FNDB | — | 18,794 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 FNDB | — | 16,293 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 FNDB | — | 13,272 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 FNDB | — | 36,295 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||