David J.Sculati »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by David J.Sculati

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by David J.Sculati from 13F filings

Historical chart of David J.Sculati investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by David J.Sculati consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by David J.Sculati

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 188k 67.39
2023-12-31 $12M 185k 61.94
2023-09-30 $10M 181k 55.97
2023-06-30 $10M 181k 57.57
2023-03-31 $9.8M 178k 54.92
2022-12-31 $9.4M 176k 53.44
2022-09-30 $8.4M 176k 47.76
2022-06-30 $9.1M 179k 50.90
2022-03-31 $11M 186k 58.50
2021-12-31 $11M 193k 58.61
2021-09-30 $11M 195k 53.95
2021-06-30 $11M 204k 54.72
2021-03-31 $11M 210k 51.67
2020-12-31 $10M 221k 45.29
2020-09-30 $8.1M 208k 38.73
2020-06-30 $7.2M 195k 36.84
2020-03-31 $4.7M 151k 31.33
2019-12-31 $5.8M 137k 42.68
2019-09-30 $4.3M 110k 39.55
2019-06-30 $3.3M 83k 39.11
2019-03-31 $2.2M 58k 37.95
2018-12-31 $1.7M 49k 33.97
2018-09-30 $1.6M 40k 39.67
2018-06-30 $1.4M 37k 37.35
2018-03-31 $1.3M 35k 36.35
2017-12-31 $1.2M 33k 37.45
2017-09-30 $1.1M 32k 35.14
2017-06-30 $1.1M 32k 33.82
2017-03-31 $1.2M 35k 33.79
2016-12-31 $1.1M 35k 32.62
2016-09-30 $1.0M 34k 31.12
2016-06-30 $944k 31k 30.32
2016-03-31 $837k 28k 29.50
2015-12-31 $654k 23k 28.63
2015-09-30 $587k 22k 27.28
2015-06-30 $629k 21k 29.74
2015-03-31 $586k 20k 30.01
2014-12-31 $494k 16k 30.12

More positions owned by David J.Sculati

Berkshire Hathaway CL B (BRK.B)
Alphabet Stk Cl A (GOOGL)
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)
Microsoft Corporation (MSFT)
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)
Marathon Petroleum Corp (MPC)
Meta Platforms Inc Class A Cl A (META)
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)
CVS Caremark Corporation (CVS)
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)
Apple (AAPL)

View all positions for David J.Sculati

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Ameriprise Financial
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Charles Schwab Investment Management
Callan Capital
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Charles Schwab Trust
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg