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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 115k 55.35
2023-09-30 $5.2M 107k 48.49
2023-06-30 $4.6M 91k 50.45
2023-03-31 $4.8M 98k 48.67
2022-12-31 $3.3M 70k 46.72
2022-09-30 $3.0M 71k 42.52
2022-06-30 $3.0M 66k 45.26
2022-03-31 $3.1M 59k 53.46
2021-12-31 $2.8M 50k 55.62
2021-09-30 $2.6M 50k 52.67
2021-06-30 $2.2M 41k 54.40
2021-03-31 $1.6M 32k 50.65
2020-12-31 $1.5M 34k 42.92
2020-09-30 $1.2M 37k 33.06
2020-06-30 $864k 27k 31.74
2020-03-31 $869k 34k 25.86
2019-12-31 $1.7M 41k 40.23
2019-09-30 $1.2M 32k 37.76
2019-06-30 $1.2M 32k 37.69
2019-03-31 $1.1M 30k 37.22
2018-12-31 $848k 26k 32.85
2018-09-30 $1.0M 25k 40.70
2018-06-30 $758k 19k 39.92
2018-03-31 $630k 17k 37.26
2017-12-31 $484k 13k 37.90
2017-09-30 $325k 9.0k 36.24
2017-06-30 $291k 8.4k 34.71
2017-03-31 $205k 5.9k 34.70
2016-12-31 $69k 2.0k 34.21
2016-09-30 $50k 1.6k 30.94
2016-06-30 $57k 1.9k 29.56
2016-03-31 $27k 930 29.03
2015-12-31 $14k 487 28.75
2015-09-30 $13k 487 26.69
2015-03-31 $15k 487 30.80
2014-12-31 $15k 487 30.80
2014-09-30 $13k 487 26.69
2014-06-30 $14k 487 28.75
2014-03-31 $14k 487 28.75

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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
Lincoln National

View all funds holding Sch Fnd Us Sm Etf schwab fdt us sc