HB Wealth Management »

Sch Fnd Us Sm Etf schwab fdt us sc shares owned by HB Wealth Management

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

Historical chart of HB Wealth 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 HB Wealth 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 36k 31.16
2025-06-30 $1.1M 39k 28.65
2025-03-31 $1.3M 48k 27.39
2024-12-31 $310k 10k 29.70
2024-09-30 $350k 5.9k 59.57
2024-06-30 $229k 4.2k 54.92
2024-03-31 $265k 4.6k 57.03
2023-12-31 $255k 4.6k 55.36
2023-09-30 $220k 4.5k 48.49
2023-06-30 $238k 4.7k 50.45
2023-03-31 $230k 4.7k 48.67
2022-12-31 $229k 4.9k 46.72
2022-03-31 $220k 4.1k 53.37