ATX Financial Planning »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by ATX Financial Planning

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

Historical chart of ATX Financial Planning 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 ATX Financial Planning 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 ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 13k 27.21

More positions owned by ATX Financial Planning

Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Equity Mngd 100 (BFRZ)
Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

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

Charles Schwab Investment Management
Captrust Financial Advisors
TradeWell Securities
Boulay Financial Advisors
McAdam
Keybank National Association
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
Northwest Bancshares
LPL Financial
Glassman Wealth Services
Cetera Investment Advisers
AlphaCore Capital

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