Congress Holdings

Most held

FNDC

Schwab Fundamental International Small Equity ETF

Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Robert Menendez NJ-8 Joint Charles Schwab - Brokerage ⇒ Schwab Fundamental International Small Equity ETF (FNDC) EF $1,001 - $15,000 July 13, 2026
filing 10074390, p. 3
Robert Menendez NJ-8 Member Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental International Small Equity ETF (FNDC) EF $1,001 - $15,000 July 13, 2026
filing 10074390, p. 5
Robert Menendez NJ-8 Member Charles Schwab - IRA Contributory ⇒ Schwab Fundamental International Small Equity ETF (FNDC) EF $1,001 - $15,000 July 13, 2026
filing 10074390, p. 6

How the count is made: see Most held.