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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 41k 54.46
2023-09-30 $5.2M 107k 48.49
2023-06-30 $5.2M 103k 50.45
2023-03-31 $4.4M 91k 48.67
2022-12-31 $4.5M 97k 46.72

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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