Envestnet Asset Management »

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

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

Historical chart of Envestnet 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 Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 36k 59.57
2024-06-30 $2.4M 44k 54.92
2024-03-31 $1.9M 33k 57.03
2023-09-30 $1.2M 26k 48.49
2023-06-30 $1.1M 23k 50.45
2023-03-31 $1.1M 22k 48.67
2022-12-31 $1.0M 22k 46.72
2022-09-30 $965k 23k 42.54
2022-06-30 $970k 21k 45.26
2022-03-31 $985k 18k 53.45
2021-12-31 $947k 17k 55.59
2021-09-30 $985k 19k 52.66
2021-06-30 $1.7M 31k 54.38
2021-03-31 $2.3M 46k 50.66
2020-12-31 $2.2M 51k 42.92
2020-06-30 $253k 8.0k 31.71
2020-03-31 $340k 13k 25.84
2019-12-31 $235k 5.8k 40.23
2019-06-30 $219k 5.8k 37.65
2019-03-31 $4.5M 120k 37.24
2018-09-30 $3.2M 79k 40.72
2018-06-30 $122k 3.0k 40.03
2018-03-31 $114k 3.1k 37.23
2017-12-31 $129k 3.4k 37.76
2017-09-30 $206k 5.7k 36.34
2017-06-30 $427k 12k 34.75
2017-03-31 $1.7M 48k 34.68
2016-12-31 $1.9M 56k 34.09
2016-09-30 $1.2M 40k 31.15
2015-12-31 $54k 1.9k 28.10
2015-09-30 $72k 2.7k 27.09

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset 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