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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $715k 15k 48.49
2023-06-30 $626k 12k 50.45
2023-03-31 $610k 13k 48.67
2022-12-31 $572k 12k 46.72
2022-09-30 $536k 13k 42.54
2022-06-30 $565k 13k 45.25
2022-03-31 $666k 13k 53.43
2021-12-31 $653k 12k 55.65
2021-09-30 $600k 11k 52.67
2021-06-30 $657k 12k 54.38
2021-03-31 $602k 12k 50.62
2020-12-31 $506k 12k 42.88
2020-09-30 $389k 12k 33.03
2020-06-30 $373k 12k 31.74
2020-03-31 $736k 19k 39.36
2019-12-31 $447k 11k 40.28
2019-09-30 $477k 13k 37.79
2019-06-30 $472k 13k 37.72
2019-03-31 $474k 13k 37.27
2018-12-31 $424k 13k 32.88
2018-09-30 $435k 11k 40.81
2018-06-30 $439k 11k 39.92
2018-03-31 $418k 11k 37.25
2017-12-31 $450k 12k 37.94
2017-09-30 $437k 12k 36.35
2017-06-30 $390k 11k 34.77
2017-03-31 $288k 8.3k 34.73
2016-12-31 $283k 8.3k 34.13

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

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
Resonant Capital Advisors
UBS Group
Bell Investment Advisors
Callan Capital
JJJ Advisors
Lincoln National

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