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

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

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $87k 3.1k 27.85
2025-12-31 $55 2 27.50

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

Charles Schwab Investment Management
Captrust Financial Advisors
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