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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Sch Fnd Us Sm Etf schwab fdt us sc

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All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $55k 962 57.03
2023-12-31 $53k 962 55.35

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View all positions for GoalVest Advisory

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

Charles Schwab Investment Advisory
SageView Advisory Group
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Ameriprise Financial
Prairiewood Capital
Trilogy Capital
Moller Financial Services
Riverpoint Wealth Management Holdings
Solitude Financial Services
UBS Group
First Pacific Financial
Resonant Capital Advisors

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