Plan A Wealth »

Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A Wealth 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $306k 9.7k 31.51

More positions owned by Plan A Wealth

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Intl (OAIM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Plan A Wealth

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
Solitude Financial Services
Ironwood Investment Counsel
Ameriprise Financial
Resonant Capital Advisors
AlphaCore Capital
First Pacific Financial

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