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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 3.7k 59.57
2024-06-30 $255k 4.6k 54.92
2024-03-31 $265k 4.6k 57.03
2023-12-31 $257k 4.6k 55.35
2023-09-30 $225k 4.6k 48.49
2023-06-30 $234k 4.6k 50.45

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

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