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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management 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 OneAscent Wealth Management 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $535k 9.4k 57.03
2023-12-31 $444k 8.0k 55.35
2023-09-30 $390k 8.0k 48.51
2023-03-31 $471k 9.7k 48.66
2022-12-31 $512k 11k 46.76
2022-09-30 $520k 12k 42.48
2022-06-30 $666k 15k 45.23
2022-03-31 $853k 16k 53.45

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

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