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

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

Historical chart of Axxcess 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 Axxcess 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 Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $820k 30k 27.85
2025-12-31 $840k 31k 27.21
2025-09-30 $420k 16k 26.30
2025-06-30 $213k 8.7k 24.54
2025-03-31 $205k 8.7k 23.61

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View all positions for Axxcess Wealth Management

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

Charles Schwab Investment Management
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Keybank National Association
Boulay Financial Advisors
McAdam
Signature Estate and Investment Advisors
Ameriprise Financial
Envestnet Asset Management
Steele Capital Management
LPL Financial
Morgan Stanley
Glassman Wealth Services
Northwest Bancshares
Cetera Investment Advisers
Charles Schwab Trust

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