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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Clark Asset Management

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

Historical chart of Clark Asset 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 Clark Asset 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 Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 7.0k 31.16
2025-06-30 $361k 13k 28.65

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Clark Asset Management

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