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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Berman McAleer

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

Historical chart of Berman McAleer 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 Berman McAleer 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 Berman McAleer

Quarter filed Position value Share count Share price at filing
2026-03-31 $28M 988k 27.85

More positions owned by Berman McAleer

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Starboard Invt Tr Adaptive Alpha (AGOX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Growth (JGRO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Berman McAleer

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

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

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