Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates 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 Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $262k | 8.3k | 31.51 |
| 2025-09-30 | $234k | 7.5k | 31.16 |
| 2025-06-30 | $215k | 7.5k | 28.65 |
| 2025-03-31 | $217k | 7.9k | 27.39 |
| 2024-12-31 | $251k | 8.4k | 29.70 |
| 2024-09-30 | $465k | 7.8k | 59.57 |
| 2024-06-30 | $251k | 4.6k | 54.92 |
| 2024-03-31 | $286k | 5.0k | 57.03 |
| 2023-12-31 | $259k | 4.7k | 55.35 |
| 2023-09-30 | $220k | 4.5k | 48.49 |
| 2023-06-30 | $229k | 4.5k | 50.45 |
| 2023-03-31 | $221k | 4.5k | 48.67 |
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