Sch Fnd Us Sm Etf schwab fdt us sc shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Sch Fnd Us Sm Etf schwab fdt us sc
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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $615k | 11k | 55.35 |
| 2023-09-30 | $566k | 12k | 48.49 |
| 2023-06-30 | $547k | 27k | 20.59 |
| 2023-03-31 | $1.9M | 42k | 45.10 |
| 2022-12-31 | $422k | 9.0k | 46.72 |
| 2022-09-30 | $436k | 10k | 42.56 |
| 2022-06-30 | $388k | 8.6k | 45.22 |
| 2022-03-31 | $499k | 9.3k | 53.42 |
| 2021-12-31 | $372k | 6.7k | 55.67 |
| 2021-09-30 | $206k | 3.9k | 52.58 |
| 2021-03-31 | $386k | 7.6k | 50.68 |
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