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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $614k 11k 55.36
2023-09-30 $251k 5.2k 48.55
2023-06-30 $261k 5.2k 50.51
2022-03-31 $2.5M 48k 53.45
2021-06-30 $4.1M 75k 54.40

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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