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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $462k 8.1k 57.03
2023-12-31 $573k 12k 46.72
2023-09-30 $457k 9.4k 48.49
2023-06-30 $506k 10k 50.45
2023-03-31 $597k 12k 48.67
2022-12-31 $573k 12k 46.72
2022-09-30 $533k 13k 42.52
2022-06-30 $573k 13k 45.25
2022-03-31 $665k 12k 53.46
2021-12-31 $698k 13k 55.61
2021-09-30 $744k 14k 52.68
2021-06-30 $774k 14k 54.39
2021-03-31 $771k 15k 50.66
2020-12-31 $700k 16k 42.92
2020-09-30 $1.6M 48k 33.05
2020-06-30 $3.1M 98k 31.72
2020-03-31 $2.9M 113k 25.87
2019-12-31 $3.9M 96k 40.24
2019-09-30 $3.1M 81k 37.76
2019-06-30 $2.9M 77k 37.69
2019-03-31 $2.4M 66k 37.24

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

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