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Fidelity vlu factor etf shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by P.J. Schmidt Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $976k 14k 68.87
2025-06-30 $852k 13k 63.87
2025-03-31 $279k 4.7k 59.59