Arcadia Investment Advisors »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Arcadia Investment Advisors

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

Historical chart of Arcadia Investment 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 Arcadia Investment Advisors 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 Us Lg Etf schwb fdt us lg by Arcadia Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 46k 26.30
2025-06-30 $1.2M 47k 24.54
2025-03-31 $1.2M 49k 23.61
2024-12-31 $1.2M 50k 23.68
2024-09-30 $1.3M 18k 71.76
2024-06-30 $1.4M 20k 66.98
2024-03-31 $1.5M 22k 67.39
2023-12-31 $1.5M 24k 61.94
2023-09-30 $1.9M 33k 55.97
2023-06-30 $11M 193k 57.57
2023-03-31 $12M 214k 54.92
2022-12-31 $11M 212k 53.44
2022-09-30 $9.6M 202k 47.76
2022-06-30 $9.9M 195k 50.90
2022-03-31 $11M 192k 58.50
2021-12-31 $12M 204k 58.61
2021-09-30 $11M 208k 53.95
2021-06-30 $11M 192k 54.72
2021-03-31 $2.8M 53k 51.67
2020-12-31 $514k 11k 45.29
2020-09-30 $443k 11k 38.73
2020-06-30 $430k 12k 36.84
2020-03-31 $381k 12k 31.33
2019-12-31 $518k 12k 42.68
2019-09-30 $480k 12k 39.55
2019-06-30 $523k 13k 39.11
2019-03-31 $508k 13k 37.95
2018-12-31 $455k 13k 33.98
2018-09-30 $531k 13k 39.68
2018-06-30 $500k 13k 37.34
2018-03-31 $706k 19k 36.34
2017-12-31 $946k 25k 37.46

More positions owned by Arcadia Investment Advisors

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Arcadia Investment Advisors

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

Charles Schwab Investment Management
Captrust Financial Advisors
Boulay Financial Advisors
McAdam
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
Morgan Stanley
Glassman Wealth Services
LPL Financial
AlphaCore Capital
Cetera Investment Advisers
Quadrant Capital

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