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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Meridian Wealth Management

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

Historical chart of Meridian Wealth Management 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 Meridian Wealth Management 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 Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 40k 61.94
2023-09-30 $4.5M 80k 55.97

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Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Meridian Wealth Management

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
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

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