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

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $936k 30k 31.16
2025-06-30 $1.1M 40k 28.65

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

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