Core Wealth Advisors, Inc.
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1770532
LAKELAND, FL
All Filings in FNDB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-03-31 FNDB | — | 375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FNDB | — | 375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FNDB | — | 375 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FNDB | — | 375 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FNDB | — | 375 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 FNDB | — | 375 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 FNDB | — | 375 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 FNDB | — | 375 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 FNDB | — | 375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FNDB | — | 375 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 FNDB | — | 375 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 FNDB | — | 375 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 FNDB | — | 529 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 FNDB | — | 529 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 FNDB | — | 529 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||