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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 20k 59.57
2024-06-30 $1.1M 20k 54.92
2024-03-31 $1.2M 21k 57.03
2023-12-31 $1.2M 21k 55.35
2023-09-30 $320k 6.6k 48.49
2023-06-30 $308k 6.1k 50.45

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View all positions for WMS Partners

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
Moller Financial Services
Riverpoint Wealth Management Holdings
ALPS Advisors
Ironwood Investment Counsel
Resonant Capital Advisors
First Pacific Financial
Thrivent Financial for Lutherans

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