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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $74k 1.2k 59.57
2024-06-30 $69k 1.2k 55.13

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

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