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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Williams & Novak

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

Historical chart of Williams & Novak investment in Sch Fnd Us Sm Etf schwab fdt us sc

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All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 7.0k 31.16
2025-06-30 $201k 7.0k 28.65
2024-12-31 $212k 7.2k 29.70
2024-09-30 $213k 3.6k 59.57
2024-06-30 $201k 3.7k 54.92

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Pimco CA Municipal Income Fund (PCQ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Municipal Income Fund II (PML)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

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

Charles Schwab Investment Management
Waddell & Associates
Steele Capital Management
Clarius
Prairiewood Capital
Vantagepoint Investment Advisers
UBS Group
Morgan Stanley
Moller Financial Services
Riverpoint Wealth Management Holdings
Ameriprise Financial
Ironwood Investment Counsel
Solitude Financial Services
AlphaCore Capital
Resonant Capital Advisors

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