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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $334k 11k 29.70
2024-09-30 $335k 5.6k 59.57
2024-06-30 $309k 5.6k 54.92
2024-03-31 $319k 5.6k 57.03

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Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
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Procter & Gamble Company (PG)
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Regal Investment Advisors

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