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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Access Financial Services

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

Historical chart of Access Financial Services 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 Access Financial Services 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 Access Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 97k 67.39
2023-12-31 $6.0M 97k 61.94
2023-09-30 $4.4M 79k 55.97
2023-06-30 $4.4M 77k 57.57

More positions owned by Access Financial Services

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fd Tr Trueshares Struc (MARZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Api Group Corp Com Stk (APG)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Brazil Etf (EWZ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Msci Chile Etf (ECH)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Access Financial Services

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