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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.8M 105k 55.35
2023-09-30 $4.7M 97k 48.49
2023-06-30 $5.1M 96k 53.15
2023-03-31 $4.8M 98k 48.67
2022-12-31 $3.9M 100k 38.43
2022-03-31 $276k 5.0k 55.50
2021-12-31 $276k 5.0k 55.50
2020-06-30 $70k 2.2k 31.83

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View all positions for Private Advisor

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