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

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

Historical chart of Phillips Financial 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 837 31.51
2023-06-30 $1.0k 20 50.45

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

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

Charles Schwab Investment Management
Waddell & Associates
Steele Capital Management
Prairiewood Capital
Clarius
Vantagepoint Investment Advisers
UBS Group
Moller Financial Services
Riverpoint Wealth Management Holdings
Ameriprise Financial
Ironwood Investment Counsel
Solitude Financial Services
Resonant Capital Advisors
AlphaCore Capital
First Pacific Financial

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