Wade Financial Advisory, Inc
Position in FNDB — Schwab Fundamental U.S. Broad Market ETF
CIK 1802670
CAMPBELL, CA
All Filings in FNDB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 FNDB | $1,073,635 | 46,158 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 FNDB | — | 15,386 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 FNDB | — | 15,701 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 FNDB | — | 15,922 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FNDB | — | 15,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 FNDB | — | 16,136 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FNDB | — | 17,921 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 FNDB | — | 19,161 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 FNDB | — | 19,175 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 FNDB | — | 26,096 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 FNDB | — | 28,889 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 FNDB | — | 11,865 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 FNDB | — | 11,279 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 FNDB | — | 11,279 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 FNDB | — | 11,279 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 FNDB | — | 11,279 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 FNDB | — | 11,279 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 FNDB | — | 11,279 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 FNDB | — | 11,279 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 FNDB | — | 11,279 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||