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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 42k 38.06

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

Charles Schwab Investment Management
Sixth Street Partners Management Company
Waddell & Associates
Boulay Financial Advisors
Steele Capital Management
Prairiewood Capital
Hartland & Co
UBS Group
Vantagepoint Investment Advisers
Moller Financial Services
Riverpoint Wealth Management Holdings
Morgan Stanley
Solitude Financial Services
Bank of America Corporation
Ironwood Investment Counsel

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