Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov 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 Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 32k | 55.35 |
| 2023-09-30 | $1.4M | 30k | 48.49 |
| 2023-06-30 | $1.5M | 30k | 50.45 |
| 2023-03-31 | $1.5M | 30k | 48.67 |
| 2022-12-31 | $1.4M | 30k | 46.72 |
| 2022-09-30 | $1.3M | 32k | 42.51 |
| 2022-06-30 | $1.4M | 32k | 45.26 |
| 2022-03-31 | $1.7M | 33k | 53.45 |
| 2021-12-31 | $1.8M | 33k | 55.62 |
| 2021-09-30 | $1.7M | 33k | 52.68 |
| 2021-06-30 | $2.1M | 38k | 54.39 |
| 2021-03-31 | $2.4M | 48k | 50.66 |
| 2020-12-31 | $2.0M | 48k | 42.91 |
| 2020-09-30 | $1.6M | 48k | 33.05 |
| 2020-06-30 | $1.6M | 50k | 31.73 |
| 2020-03-31 | $1.2M | 48k | 25.86 |
| 2019-12-31 | $260k | 6.5k | 40.28 |
| 2019-09-30 | $1.1M | 30k | 37.77 |
| 2019-06-30 | $1.1M | 28k | 37.69 |
| 2019-03-31 | $1.0M | 28k | 37.24 |
| 2018-12-31 | $865k | 26k | 32.84 |
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