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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $410k 7.2k 57.03
2023-12-31 $384k 6.9k 55.35
2023-09-30 $300k 6.2k 48.49
2023-06-30 $310k 6.1k 50.45
2023-03-31 $267k 5.5k 48.67

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Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

Top funds holding Sch Fnd Us Sm Etf schwab fdt us sc

Charles Schwab Investment Advisory
SageView Advisory Group
Waddell & Associates
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

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