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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Financial Architects

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

Historical chart of Financial Architects investment in Sch Fnd Us Sm Etf schwab fdt us sc

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All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by Financial Architects 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 Financial Architects

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.1M 41k 50.45
2023-03-31 $2.0M 41k 48.67
2022-12-31 $2.0M 42k 46.72
2022-09-30 $1.8M 43k 42.52
2022-03-31 $2.4M 45k 53.45
2021-12-31 $2.6M 47k 55.61
2021-09-30 $2.5M 47k 52.69
2021-06-30 $2.7M 50k 54.39
2021-03-31 $2.5M 50k 50.65
2020-12-31 $2.3M 53k 42.91
2020-09-30 $2.1M 64k 33.06
2020-06-30 $2.3M 73k 31.73
2020-03-31 $2.2M 83k 25.88
2019-12-31 $3.3M 83k 40.24
2019-09-30 $3.0M 79k 37.76
2019-06-30 $2.9M 77k 37.69
2019-03-31 $214k 5.7k 37.26
2018-12-31 $2.6M 78k 32.84
2018-09-30 $3.0M 72k 41.38
2018-06-30 $2.8M 71k 39.66
2018-03-31 $2.4M 64k 37.93
2017-12-31 $2.4M 63k 37.83
2017-09-30 $180k 5.0k 36.28
2017-06-30 $2.1M 60k 34.48
2017-03-31 $1.9M 55k 34.48
2016-12-31 $1.8M 52k 34.48
2016-09-30 $1.6M 51k 31.03
2016-06-30 $1.4M 49k 29.31
2016-03-31 $1.4M 48k 28.71
2015-12-31 $1.3M 48k 27.96
2015-09-30 $1.0M 38k 27.21
2015-06-30 $1.0M 34k 30.37
2015-03-31 $344k 11k 31.06
2014-12-31 $17k 558 30.47
2014-09-30 $15k 555 27.03
2014-06-30 $16k 553 28.93

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Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Financial Architects

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

Charles Schwab Investment Advisory
SageView Advisory Group
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Ameriprise Financial
Prairiewood Capital
Trilogy Capital
Moller Financial Services
Riverpoint Wealth Management Holdings
Solitude Financial Services
UBS Group
First Pacific Financial
Resonant Capital Advisors

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