Capital Advisors Wealth Management »

Sch Fnd Intl Lg Etf shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of Sch Fnd Intl Lg Etf (FNDF) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in Sch Fnd Intl Lg Etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Intl Lg Etf held by Capital Advisors Wealth Management 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 Intl Lg Etf by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $30M 844k 35.61
2023-12-31 $28M 830k 33.73
2023-09-30 $24M 745k 31.67
2023-06-30 $22M 665k 32.29
2023-03-31 $14M 460k 31.27

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors Wealth Management

Top funds holding Sch Fnd Intl Lg Etf

Charles Schwab Investment Advisory
Wealth Enhancement Advisory Services
Jane Street
Regions Bank
Wells Fargo & Company
Victory Capital Management
Bank of America Corporation
Sequoia Financial Advisors
CI Private Wealth
Foster & Motley
Callan Capital
ALPS Advisors
Orion Portfolio Solutions
UBS Group
Strata Wealth Advisors

View all funds holding Sch Fnd Intl Lg Etf