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

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

Historical chart of Bravera Wealth investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Bravera 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 Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.3M 192k 27.85
2025-12-31 $4.3M 158k 27.21

More positions owned by Bravera Wealth

Vanguard 500 Index ETF S&p 500 Etf Shs (VOO)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Vanguard Value Index ETF Value Etf (VTV)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

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