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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private 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 Atlantic Edge Private 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 Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $17k 699 23.68
2024-09-30 $17k 233 71.76
2024-06-30 $16k 233 66.98
2024-03-31 $16k 232 67.39
2023-12-31 $14k 232 61.94

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Msci Emrg Chn (EMXC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for Atlantic Edge Private Wealth Management

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