Creative Planning
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in FNDB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 FNDB | — | 14,137 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 FNDB | — | 14,445 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 FNDB | — | 13,792 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FNDB | — | 12,498 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FNDB | — | 12,294 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 FNDB | — | 9,415 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 FNDB | — | 7,886 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FNDB | — | 7,878 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||