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Fidelity Comwlth Tr ndq cp idx trk shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of Fidelity Comwlth Tr ndq cp idx trk (ONEQ) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller Wealth Management investment in Fidelity Comwlth Tr ndq cp idx trk

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Comwlth Tr ndq cp idx trk held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Comwlth Tr ndq cp idx trk by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20k 340 59.24
2023-09-30 $18k 340 51.99
2023-06-30 $18k 340 54.08
2023-03-31 $16k 340 47.95
2022-12-31 $14k 340 40.97
2021-12-31 $21k 340 61.76

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Fidelity Comwlth Tr ndq cp idx trk

Fisher Investments
Commonwealth Equity Services
Bank of America Corporation
HighTower Advisors
Analyst IMS Investment Management Services
Divergent Wealth Advisors
Atria Wealth Solutions
Kestra Advisory Services
Chas. P. Smith & Associates, PA, CPA's
UBS Group
Wealthfront Advisers
Advisor Group Holdings
AE Wealth Management
TCP Asset Management
David Kennon

View all funds holding Fidelity Comwlth Tr ndq cp idx trk