Crewe Advisors LLC
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1730033
SALT LAKE CITY, UT
All Filings in FNDB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FNDB | $240,529 | 8,843 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 FNDB | $234,958 | 8,843 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 FNDB | $227,618 | 8,843 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 FNDB | $212,055 | 8,843 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 FNDB | $203,477 | 8,843 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 FNDB | $205,688 | 8,843 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 FNDB | — | 2,948 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FNDB | — | 2,948 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 FNDB | — | 2,948 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FNDB | — | 2,948 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FNDB | — | 2,948 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 FNDB | — | 3,948 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 FNDB | — | 3,948 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 FNDB | — | 3,948 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 FNDB | — | 3,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FNDB | — | 3,948 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 FNDB | — | 3,948 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 FNDB | — | 3,948 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 FNDB | — | 3,948 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 FNDB | — | 3,948 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||