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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by CI Private Wealth

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in Sch Fnd Us Sm Etf schwab fdt us sc

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 20k 55.35
2023-09-30 $912k 19k 48.49
2023-06-30 $791k 16k 50.45
2023-03-31 $847k 17k 48.67
2022-12-31 $704k 15k 46.72

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Top funds holding Sch Fnd Us Sm Etf schwab fdt us sc

Charles Schwab Investment Advisory
Clarius
Steele Capital Management
Prairiewood Capital
Trilogy Capital
Moller Financial Services
Riverpoint Wealth Management Holdings
Solitude Financial Services
First Pacific Financial
UBS Group
Resonant Capital Advisors
Bell Investment Advisors
Callan Capital
JJJ Advisors
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