Steward Partners Investment Advisory, LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1723397
STAMFORD, CT
All Filings in FNDB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 FNDB | $315,545 | 11,876 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 FNDB | $270,990 | 10,528 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FNDB | $170,857 | 7,125 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 FNDB | $79,798 | 3,468 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FNDB | $80,665 | 3,468 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 FNDB | — | 1,156 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FNDB | — | 1,156 | Shares | Sole | 2024-08-08 | |
| 2021-03-31 FNDB | — | 3,351 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||