Financial Synergies Wealth Advisors »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Financial Synergies Wealth Advisors 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 Lg Etf schwb fdt us lg by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 18k 67.39
2023-12-31 $924k 17k 53.44
2023-09-30 $998k 18k 55.97
2023-06-30 $1.0M 18k 57.57
2023-03-31 $962k 18k 54.92
2022-12-31 $924k 17k 53.44
2022-09-30 $814k 17k 47.76
2022-06-30 $871k 17k 50.90
2022-03-31 $966k 17k 58.50
2021-12-31 $956k 16k 58.61
2021-09-30 $957k 18k 53.95
2021-06-30 $957k 18k 54.72
2021-03-31 $932k 18k 51.67
2020-12-31 $866k 19k 45.29
2020-09-30 $1.8M 47k 38.73
2020-06-30 $3.2M 88k 36.84
2020-03-31 $2.8M 91k 31.33
2019-12-31 $3.5M 83k 42.68
2019-09-30 $3.0M 75k 39.55
2019-06-30 $2.8M 71k 39.11
2019-03-31 $2.3M 61k 37.95

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

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
Envestnet Asset Management
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov

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