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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by American Trust

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

Historical chart of American Trust investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 142k 71.76
2024-06-30 $10M 153k 66.98

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Schwab Us Large Cap Equities (SCHX)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Mid Cap Index Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
JPMorgan Active Growth ETF Equities (JGRO)
Vanguard Ftse Developed Markets Equities (VEA)
Vanguard Mega Cap Growth ETF Equities (MGK)
Jpmorgan Nasdaq Equity Premium Equities (JEPQ)
Jp Morgan Ultra Short Income Et Equities (JPST)
Vanguard Ftse Emerging Markets Equities (VWO)
Apple Equities (AAPL)
Microsoft Equities (MSFT)

View all positions for American Trust

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

Charles Schwab Investment Management
McAdam
Captrust Financial Advisors
Signature Estate and Investment Advisors
Charles Schwab Trust
Lee Financial
Gemmer Asset Management
Ameriprise Financial
Reston Wealth Management
Northwest Bancshares
Steele Capital Management
Tanglewood Wealth Management
Glassman Wealth Services
Envestnet Asset Management
Kavar Capital Partners Group

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