Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.7M | 44k | 38.06 |
| 2026-03-31 | $1.5M | 47k | 32.43 |
| 2025-12-31 | $1.6M | 51k | 31.51 |
| 2025-09-30 | $1.6M | 51k | 31.16 |
| 2025-06-30 | $1.4M | 50k | 28.65 |
| 2025-03-31 | $1.4M | 50k | 27.39 |
| 2024-12-31 | $1.5M | 52k | 29.70 |
| 2024-09-30 | $1.3M | 22k | 59.57 |
| 2024-06-30 | $1.1M | 20k | 54.92 |
| 2024-03-31 | $1.2M | 21k | 57.03 |
| 2023-12-31 | $974k | 18k | 55.35 |
| 2023-09-30 | $849k | 18k | 48.50 |
| 2023-06-30 | $878k | 17k | 52.30 |
| 2023-03-31 | $874k | 18k | 48.67 |
| 2022-12-31 | $784k | 17k | 46.72 |
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