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

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

Historical chart of AA Financial 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 AA Financial Advisors 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 AA Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.7M	94k	71.76
2024-06-30	$6.2M	92k	66.98
2024-03-31	$6.3M	94k	67.39

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Index Fds Total Stk Mkt (VTI)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)

Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for AA Financial Advisors

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

Charles Schwab Investment Management

Captrust Financial Advisors

Signature Estate and Investment Advisors

Northwest Bancshares

Steele Capital Management

Glassman Wealth Services

Envestnet Asset Management

Cornerstone Planning Group

Bank of America Corporation

Charles Schwab Trust

Financial Strategies Group

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

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