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

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

Historical chart of Sequoia Financial Advisors 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 Sequoia Financial Advisors 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 23k 57.03
2023-12-31 $1.2M 22k 55.35
2023-09-30 $936k 19k 48.49
2023-06-30 $940k 19k 50.45
2023-03-31 $312k 6.4k 48.67
2022-12-31 $212k 4.5k 46.72

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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