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

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 35k 55.35
2023-09-30 $1.3M 27k 48.50
2023-06-30 $3.3M 65k 50.44
2023-03-31 $3.4M 71k 48.67
2022-12-31 $477k 10k 46.70
2022-09-30 $435k 9.6k 45.29
2022-06-30 $435k 9.6k 45.29
2022-03-31 $418k 7.8k 53.51
2021-12-31 $233k 4.2k 55.73

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

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

Charles Schwab Investment Advisory
Clarius
Steele Capital Management
Trilogy Capital
Prairiewood 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