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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Breakwater Capital Group

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

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 67k 31.16
2025-06-30 $1.9M 66k 28.65
2025-03-31 $458k 17k 27.39

More positions owned by Breakwater Capital Group

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Faln Angls Usd (FALN)

View all positions for Breakwater Capital Group

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

Charles Schwab Investment Management
Waddell & Associates
Steele Capital Management
Clarius
Prairiewood Capital
Vantagepoint Investment Advisers
UBS Group
Morgan Stanley
Moller Financial Services
Riverpoint Wealth Management Holdings
Ameriprise Financial
Ironwood Investment Counsel
Solitude Financial Services
AlphaCore Capital
Resonant Capital Advisors

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