Riverpoint Wealth Management Holdings »

Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Riverpoint Wealth Management Holdings

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

Historical chart of Riverpoint Wealth Management Holdings 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 Riverpoint Wealth Management Holdings 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 Riverpoint Wealth Management Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 516k 55.35
2023-09-30 $24M 499k 48.49
2023-06-30 $25M 497k 50.45
2023-03-31 $24M 484k 48.67
2022-12-31 $22M 476k 46.72
2022-09-30 $20M 474k 42.52
2022-06-30 $21M 466k 45.25
2022-03-31 $25M 458k 53.46
2021-12-31 $25M 440k 55.61
2021-09-30 $23M 428k 54.39
2021-06-30 $23M 428k 54.39
2021-03-31 $22M 436k 50.66
2020-12-31 $20M 454k 42.92
2020-09-30 $15M 447k 33.05
2020-06-30 $14M 437k 31.72
2020-03-31 $7.7M 298k 25.87
2019-12-31 $11M 277k 40.24
2019-09-30 $9.9M 262k 37.76
2019-06-30 $9.3M 247k 37.69
2019-03-31 $8.8M 236k 37.24
2018-12-31 $6.4M 196k 32.83
2018-09-30 $11M 270k 40.72
2018-06-30 $10M 260k 39.91
2018-03-31 $9.3M 250k 37.24
2017-12-31 $8.6M 227k 37.91
2017-09-30 $7.9M 216k 36.54
2017-06-30 $7.3M 210k 34.50
2017-03-31 $6.7M 198k 33.96
2016-12-31 $6.1M 179k 34.12

More positions owned by Riverpoint Wealth Management Holdings

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Accenture Plc Ireland Shs Class A (ACN)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Riverpoint Wealth Management Holdings

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

Charles Schwab Investment Advisory
Clarius
Steele Capital Management
Prairiewood Capital
Trilogy Capital
Moller Financial Services
Riverpoint Wealth Management Holdings
Solitude Financial Services
First Pacific Financial
UBS Group
Resonant Capital Advisors
Bell Investment Advisors
Callan Capital
JJJ Advisors
Lincoln National

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