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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Beacon Investment Advisory Services

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

Historical chart of Beacon Investment Advisory Services 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 Beacon Investment Advisory Services 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 Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 8.6k 27.21

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

Charles Schwab Investment Management
Captrust Financial Advisors
TradeWell Securities
McAdam
Boulay Financial Advisors
Ameriprise Financial
Keybank National Association
Signature Estate and Investment Advisors
Steele Capital Management
Envestnet Asset Management
LPL Financial
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AlphaCore Capital

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