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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Womack Financial

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

Historical chart of Womack Financial 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 Womack Financial 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 Womack Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 112k 31.16
2025-06-30 $2.8M 102k 27.39
2025-03-31 $2.8M 102k 27.39
2024-12-31 $3.1M 103k 29.70

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Markel Corporation (MKL)
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Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Womack Financial

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

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

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