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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 19k 57.03
2023-03-31 $248k 5.1k 48.67
2022-12-31 $228k 4.9k 46.72
2022-03-31 $230k 4.3k 53.45

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Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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

Charles Schwab Investment Advisory
SageView Advisory Group
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Ameriprise Financial
Prairiewood Capital
Trilogy Capital
Moller Financial Services
Riverpoint Wealth Management Holdings
Solitude Financial Services
UBS Group
First Pacific Financial
Resonant Capital Advisors

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