SUMMITRY LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1280043
Foster City, CA
All Filings in FNDA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,570,163 | 48,417 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $1,525,619 | 48,417 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||