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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates 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 Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $17k 560 29.70
2024-09-30 $17k 280 59.57

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

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

Charles Schwab Investment Management
Waddell & Associates
Steele Capital Management
Clarius
UBS Group
Ameriprise Financial
Prairiewood Capital
Morgan Stanley
Trilogy Capital
Solitude Financial Services
Riverpoint Wealth Management Holdings
Moller Financial Services
Ironwood Investment Counsel
HPM Partners
Resonant Capital Advisors

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