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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group 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 Wiser Advisor Group 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.5k 152 29.74
2024-09-30 $4.5k 76 59.33
2024-06-30 $4.1k 76 54.30
2024-03-31 $4.3k 75 57.13

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

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

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

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