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

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

Historical chart of Allen 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 Allen 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 Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 313k 71.76

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Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Vanguard World Energy Etf (VDE)
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Lockheed Martin Corporation (LMT)
Cisco Systems (CSCO)
Pfizer (PFE)
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View all positions for Allen Wealth Management

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

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

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