Ehrlich Financial Group »

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

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

Historical chart of Ehrlich Financial Group 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 Ehrlich Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 4.5k 57.03

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Ehrlich Financial Group

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