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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $209k 7.6k 27.39
2024-12-31 $226k 7.6k 29.70

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

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