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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by AlTi Global

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

Historical chart of AlTi Global investment in Sch Fnd Us Sm Etf schwab fdt us sc

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All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2024-09-30 $446k 7.5k 59.57
2024-06-30 $386k 7.0k 55.14
2024-03-31 $426k 7.5k 57.03
2023-12-31 $407k 7.4k 55.35

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for AlTi Global

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

Charles Schwab Investment Management
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Prairiewood Capital
Trilogy Capital
Solitude Financial Services
Sanctuary Advisors
Moller Financial Services
Riverpoint Wealth Management Holdings
ALPS Advisors
Ironwood Investment Counsel
Resonant Capital Advisors
First Pacific Financial

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