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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management 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 Wall Street Access Asset Management 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 Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $140k 4.3k 32.43
2025-12-31 $136k 4.3k 31.51
2025-09-30 $135k 4.3k 31.16

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Apple Common Stock (AAPL)
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
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Alphabet Inc Cl A Common Stock (GOOGL)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Brown & Brown (BRO)

View all positions for Wall Street Access Asset Management

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

Charles Schwab Investment Management
Hartland & Co
Waddell & Associates
Steele Capital Management
Prairiewood Capital
Clarius
UBS Group
Vantagepoint Investment Advisers
Moller Financial Services
Riverpoint Wealth Management Holdings
Morgan Stanley
Solitude Financial Services
Ironwood Investment Counsel
Ameriprise Financial
Bank of America Corporation

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