CAROLINAS WEALTH CONSULTING LLC

Position in FNDB — Schwab Fundamental U.S. Broad Market ETF

CIK 1803425 CHARLOTTE, NC

All Filings in FNDB

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-03-31 FNDB	$1,031,101	44,811	-2.8%	Shares	Sole	2025-08-14
2024-12-31 FNDB	$1,072,751	46,120	+201.4%	Shares	Sole	2025-02-27
2024-09-30 FNDB	—	15,301	+0.9%	Shares	Sole	2024-11-12
2024-06-30 FNDB	—	15,167	-6.2%	Shares	Sole	2024-08-12
2024-03-31 FNDB	—	16,166	+0.4%	Shares	Sole	2024-05-15
2023-12-31 FNDB	—	16,099	+0.5%	Shares	Sole	2024-02-13
2023-09-30 FNDB	—	16,012	+0.5%	Shares	Sole	2023-11-14
2023-06-30 FNDB	—	15,937	+0.5%	Shares	Sole	2023-08-14
2023-03-31 FNDB	—	15,858	+0.5%	Shares	Sole	2023-05-16
2022-12-31 FNDB	—	15,782	+0.5%	Shares	Sole	2023-02-14
2022-09-30 FNDB	—	15,696	+0.6%	Shares	Sole	2022-11-14
2022-06-30 FNDB	—	15,609	+0.5%	Shares	Sole	2022-08-16
2022-03-31 FNDB	—	15,528	+0.4%	Shares	Sole	2022-05-17
2021-12-31 FNDB	—	15,469	+0.5%	Shares	Sole	2022-02-14
2021-09-30 FNDB	—	15,391	-14.8%	Shares	Sole	2021-11-15
2021-06-30 FNDB	—	18,062	+0.4%	Shares	Sole	2021-08-17
2021-03-31 FNDB	—	17,992	+0.4%	Shares	Sole	2021-05-17
2020-12-31 FNDB	—	17,926	+0.5%	Shares	Sole	2021-02-16
2020-09-30 FNDB	—	17,832	+0.8%	Shares	Sole	2020-11-12
2020-06-30 FNDB	—	17,691	+26.2%	Shares	Sole	2020-08-13
2020-03-31 FNDB	—	14,017	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.