Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Sch Fnd Us Sm Etf schwab fdt us sc
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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $341k | 6.0k | 57.03 |
| 2023-12-31 | $331k | 6.0k | 55.35 |
| 2023-09-30 | $292k | 6.0k | 48.49 |
| 2022-09-30 | $374k | 8.2k | 45.52 |
| 2022-06-30 | $403k | 8.9k | 45.07 |
| 2022-03-31 | $480k | 9.0k | 53.42 |
| 2021-12-31 | $630k | 11k | 55.61 |
| 2021-09-30 | $611k | 12k | 52.69 |
| 2021-06-30 | $727k | 13k | 54.37 |
| 2021-03-31 | $730k | 14k | 50.64 |
| 2020-12-31 | $650k | 15k | 42.92 |
| 2020-09-30 | $509k | 15k | 33.05 |
| 2020-06-30 | $499k | 16k | 31.75 |
| 2020-03-31 | $496k | 19k | 25.87 |
| 2019-12-31 | $684k | 17k | 40.22 |
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