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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 654k 59.57
2024-06-30 $35M 633k 54.92
2024-03-31 $34M 601k 57.03

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Thor Finl Technologies Tr Low Volatility (THLV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

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

Charles Schwab Investment Management
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Prairiewood Capital
Trilogy Capital
Solitude Financial Services
Sanctuary Advisors
Moller Financial Services
Riverpoint Wealth Management Holdings
ALPS Advisors
Ironwood Investment Counsel
Resonant Capital Advisors
First Pacific Financial

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